Market and Economic Commentary

Below we’ve highlighted the most important news The Pidgeon Group of Wells Fargo Advisors finds worth highlighting on a quarterly basis.
2024 WFII Midyear Outlook

2024 Midyear Outlook: Approaching the Economy’s Pivot Point

Wells Fargo Investment Institute shares potential investment opportunities and risks for 2024’s second half and beyond.

2024 - Second Half Timely News

WFII Global Market Selloff

Top 10 Things to Know about the Global Market Selloff

We see near-term uncertainty ahead, fueled by the unwinding of levered trades and the potential for escalating conflict in the Middle East, and we believe it will take some time for markets to work through this period of volatility and uncertainty.

Download PDF
Comparing the dot-com bubble with today’s markets

Comparing the dot-com bubble with today’s markets

Despite the similarities between today’s market and that of the late 1990s, the WFII believes today’s leaders consist of higher-quality companies with strong balance sheets.

WFII - Fed Cuts, Careful What You Wish For

Fed Cuts, Careful What You Wish For

Investors should not equate the first Fed rate cut as an all-clear stock market signal. If the Fed tweaks policy to adjust real rates for falling inflation, we believe stocks will likely perform well.

Download PDF
2024 Interest Rates - Investment Strategy

Pivoting Towards a Post-Pandemic Labor Market

WFII believes an approaching labor market pivot will contribute to slowing consumer-led growth as financial strains extend beyond lower-and middle-income households.

Download PDF
Investment Strategy: What's the deal with all that cash on the sidelines

Reactions versus Rotations - The Election Takes A Turn

In July, capital markets have moved sharply alongside dramatic and surprising announcements from 2 major US political parties and in parallel with important economic data.