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November 26, 2025

Investors curb their enthusiasm.

While U.S. stocks have stumbled from October highs, big technology names have registered a more substantial decline.

November 12, 2025

Central bank depository, November 2025.

SEI industry experts' perspectives on domestic and global markets.

November 11, 2025

Monthly market commentary.

Stocks rally on positive earnings and trade news.

October 8, 2025

Central banks and Big Tech cheer investors.

Global equities, as measured by the MSCI ACWI Index, finished in positive territory in the third quarter of 2025.

October 8, 2025

Assessing Canada’s outlook by looking abroad.

In recent quarters, we predicted the political and policy environments could get quite interesting.

October 6, 2025

Quarterly economic outlook: The world just keeps truckin’ on.

A summary of our key perspectives.

All commentaries.

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September 24, 2025

Central bank depository September 2025.

North America cuts rates while others stand pat.

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September 9, 2025

Equity markets earn their way to gains.

August 2025 monthly market commentary.

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August 12, 2025

Stocks trade up despite looming tariff concerns.

Our monthly market commentary for July 2025.

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August 12, 2025

Central bank depository.

A surprisingly sharp downward revision in U.S. job growth enhances the likelihood that the FOMC will reduce the federal-funds rate.

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July 11, 2025

Global markets power through persistent volatility.

Global equities, as measured by the MSCI ACWI Index, rose sharply during the second quarter of 2025.

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July 9, 2025

Waiting on clarity.

Businesses, households, economists, central bankers, and investors are firmly in wait-and-see mode.

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June 26, 2025

Central bank depository.

Central banks navigate fluctuating U.S. trade policy.

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May 7, 2025

“Chimerica” consciously uncouples

That symbiotic, yet unsustainable, relationship started fraying about 15 years ago in the aftermath of the financial crisis.

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April 30, 2025

Tariffs and trade wars and bears, oh my!

Recent weeks have clearly reminded us that we always face the risk of (sometimes severe) market turbulence.