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Featured commentaries

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.

All commentaries

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November 12, 2025

Central bank depository, November 2025

SEI industry experts' perspectives on domestic and global markets.

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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,.

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October 6, 2025

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

A summary of our key perspectives.

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October 3, 2025

SEI Forward.

Risk assets continued their ascent during the third quarter.

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September 24, 2025

Central bank depository September 2025

SEI industry experts' perspectives on domestic and global markets.

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September 10, 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 8, 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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August 6, 2025

“One Big Beautiful Bill Act.”

Uncertainty makes tax planning difficult, but the nearly 900-page “One Big Beautiful Bill Act” (OBBBA)1 signed on July 4, 2025, offers some long-awaited clarity.