Quarterly Market Commentary
In the quarterly market commentary, Northwestern Mutual Chief Investment Strategist Brent Schutte offers perspectives about economic conditions here and abroad and offers his outlook for financial markets both in the near and long term.
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Tariffs Add Another Challenge for Investors to Consider
April 10, 2025 -
Do the Markets Have a Concentration Problem?
January 10, 2025 -
What Some Investors May Be Missing Under the Surface of the Economic Narrative
October 15, 2024 -
Do the Markets Reflect a Widespread Suspension of Disbelief?
July 11, 2024 -
Why Sticky Inflation Is Making Things Difficult for the Fed
April 11, 2024 -
Despite Investors’ Renewed Optimism, Challenges Remain
January 11, 2024 -
Why a Recession May Be Unavoidable
October 12, 2023 -
The Uneven Path Forward
July 11, 2023 -
A Bumpy Road Leading to Recession
April 07, 2023 -
The Economy Turns the Page on COVID
January 11, 2023 -
Reactionary Monetary Policy and a Focus on Backward-Looking Data Raise Risks for the Economy
October 11, 2022 -
A Slowing Economy Begins to Tame Inflation
July 12, 2022 -
Another Inflationary Shock to Contemplate
April 12, 2022 -
The Long and Winding Road That Leads to ‘Normal’
January 12, 2022 -
Markets Take a Breather, But a Transitory One
October 07, 2021 -
Labor Market, Productivity Gains Can Fuel Expansion for Some Time
July 09, 2021 -
Descending From the “Easy Policy” Mountain Summit
April 08, 2021 -
Once in a Lifetime ... Same as It Ever Was
January 11, 2021 -
Climbing Out of the COVID-Induced Economic and Market Valley
October 07, 2020 -
Stocks Disconnected from Reality? Here’s Why Valuations Are Still Rational
July 09, 2020 -
4 Markers We’re Watching for Coronavirus Progress
April 08, 2020 -
Ever Changing ... Never Changing: A New Decade, Seismic Shifts and the Importance of Diversification
January 09, 2020 -
Peak Political Uncertainty
October 10, 2019 -
Is It Too Late Now to Say Sorry?
July 11, 2019
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