Market Commentary

Two Burning Questions That Are Driving Market Volatility

June 5, 2022

Recent market volatility is being driven primarily by two unanswered questions. See our take on the answers in Northwestern Mutual’s weekly market commentary.

Equities and Inflation Readings Provide a Welcome Sigh of Relief

May 30, 2022

Equities and inflation show signs a turn may be coming. See our take in Northwestern Mutual’s weekly market commentary.

What the Data Has to Say About the Economy, Inflation and the Fed

May 22, 2022

The stage remains set for slowing inflation and a growing economy. See our take in Northwestern Mutual’s Weekly Market Commentary.

Inflation’s Stubborn Streak

May 15, 2022

Inflation remains stubborn but could pave the way for a dovish response from the Fed.

Viewing Market Turmoil Through a Fundamental Prism

May 8, 2022

The market may be roiling, but the state of four key factors in the current environment suggests things are not as bad as they may seem.

Glimmers of Optimism Amid the Gloom

May 1, 2022

The adage that it’s darkest before the dawn may well apply to market sentiment — which in the past has proven to be a reliable contrarian indicator of future market performance.

Taking a Longer View Amid Short-Term Market Turmoil

April 24, 2022

As the market uneasily adjusts to higher inflation, looming Fed rate hikes and geopolitical tensions, the economy continues to barrel along — somewhat more slowly, but not at a pace signaling recession.

Markets Await Direction on Rates, Inflation and the Economy

April 17, 2022

Slipping a bit last week, markets appear to be in a holding pattern awaiting more clarity on the direction of inflation and how the Federal Reserve will respond through its monetary policy actions.

Yield-Curve Inversions, Higher Rates and Recession

April 10, 2022

While a closely watched yield curve may invert, a recession isn’t necessarily imminent. Similarly, while interest rates are widely expected to rise, a change in fixed-income investment isn’t necessarily in order.

Jobs Market and Inflation Come in Hot: But There’s More to the Story

April 3, 2022

While a strong jobs market and higher inflation indicate an economy that’s running hot, the potential for yield curve inversions signal the possibility of recession. The Fed’s intended soft landing could be bumpy.

The Yield Curve Is Tightening, but There’s More to the Story

March 27, 2022

The threat of a yield curve inversion may start making more headlines, but there is more than one yield curve and more than one way to read current bond market trends.

Markets Give Nod to Higher Rates

March 20, 2022

The clarity of the Federal Reserve’s inflation-fighting interest rate boost buoys markets, but the Ukraine war continues to cast a pall.


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