Market Commentary

Looking Ahead After First-Quarter Earnings
The Roller Coaster Ride Continues
Can Higher Treasury Yields Upset the Market Rally?
How Scary Is Inflation?
Comparative Advantage
Current Focus
New Fed Chair - What it May Mean for Bonds and Investments
Rotations
Turning Market Turbulence Into Opportunity
A Glance at Some Adjustments to the Outlook
Frictions
Duration and Impact
What "Well Behaved" Credit Markets are Quietly Signaling
Inflation and Rotation
Stick With Your Plan
Equity Market Rotation Doesn't Change Our Outlook
Defensive Positioning?
Positives Within the Recent Bout of Market Volatility
It Won't Be Easy to Knock This Ship Off Course
Sell America?
Reiteration
2026 Flashing Green For Investors
Trendlines Not Headlines
Fixed-Income Outlook and What To Do Now
40,000-Foot View
How much cash should you hold in your portfolio?
$18.6 Trillion
Not Too Early to Think About a "Santa Claus Rally"
K-Shaped Economy
Nuclear Option
Lots of Noise This Week. Look Past the Headlines
Periphery Plays
Back on the Front Burner
Don't Panic, It's Just Politics (Again)


Chart of the Week

U.S. Energy Inventories Are Tightening
Proposed Balance Sheet Plans May Add Upward Pressure to Yields
Navigating the Future of the U.S. Fiscal Health
M&A Deal Multiples Witness Gradual Growth
Data-Center REITs Offer Exposure to AI Theme
S&P 500 Advances, With Returns Driven by AI
Implications of AI-Driven Shift in HBM Demand
Time to Consider Taking Profits in Energy
Initiating Coverage of Digital Assets
How the Iran War Has Reshaped Equity Performance
How Vulnerable is the U.S. Economy to an Oil Shock?
Stubborn inflation, a constrained Fed
Using Energy Outperformance to Rebalance
Effective Tariff Rate May Trend Lower When Dust Settles
Is Record Credit Issuance a Cause for Investor Concern?
Putting Excess Cash to Better Use
AI Disruption Reshapes Software Growth Trends
Stock-Market Gains Fueling Upper-Income Spending
Positioning For AI-Driven Supply and Demand Imbalance
Can Equity Market Strength Be Sustained?
Preparing Portfolios for Volatility with Hedge Funds
The 25-Year Pattern in Gold Prices that Broke in 2022
The Balancing Act Keeping a Lid on Inflation
Fed Rate Cuts Shift Landscape for Short-Term Bonds
Looking Ahead to a Big Year for Tax Refunds in 2026
Expect Increased Bond-Market Volatility as Yields Rise
Too Early to Compare AI Valuations to the Dot-Com Boom
Small-Business Hiring Outlook Brightens
The Return of Emerging-Markets Stocks
The Software Companies That May Thrive in AI's Shadow
Dollar Weakens, Pessimism Grows
Tariff Revenue Spikes- Will Inflation Follow
What Precious Metal Has Been Outperforming Gold?
Valuation by P/E
Our Favorite Sector as the Yield Curve Steepens


From The Wells Fargo Investment Institute

Sector Insights

Basel III Reset Reshapes Bank Capital Rules
Leveraging Secular Growth Drivers in Real Estate
Private Credit Stress Moves Through Financials
Business Development Companies: Risk Beyond the Yield
Eye on Supply: Sector Impacts of Middle East Conflict
CAGNY 2026: What is Ahead for Consumer Staples
Information Technology Sub-Sector Changes
Interactive Home Entertainment: Shifting to Neutral
Large-Cap Bank Earnings and Fundamentals Shaping 2026
Tokenization's Impact on Financials Sector Equities
Legislative Noise Hits Card Networks and Issuers
Visa and Mastercard's Stablecoin Strategy
Quantum Computing: The Next Frontier?
Third Crack in Credit Hits Regional Banks
AI and A&D Versus Everything Else
2025's Holiday Outlook

 

Investment Strategy

Equities: Potential Impact of Mega-IPOs
Equities: Power Demand Continues to Drive the Utilities Sector
Real Assets: Surging Exports Squeeze Inventories
Real Assets: Base Metals Show Their Mettle
Asset Allocation Spotlight: Hedging is Not One Asset, It Is a Mix
Equities: Resiliency of Emerging Market Equities
Fixed Income: High Yield is Changing: Why Today's Market Looks Stronger Than the Past
Real Assets: Why West Texas Intermediate is Trading above Brent
Alternatives Spotlight: Key Questions Facing Private Credit Investors
Equities: Eye on Supply in Equity Sectors
Equities: Equity Performance Since Outbreak of the Iran War
Global Economic Spotlight: The U.S. Economy Is No Underdog In "March Madness"
Real Assets: Unpacking Oil's Recent Volatility and the Potential Path Ahead
Real Assets: Middle East Conflict Does Not Change Our Oil Targets
Equities: Sector Trends Reflect Ongoing AI Impact on Software
Equities: Deep Dive on US & International Equity Performance
Real Assets Spotlight: Natural Gas - Growing Demand, Supply, and Volatility
Equities: Improving Outlook for Emerging Market Equities
Equities: Diversified Banks: Sentiment Weakness, Core Strength
Equities: Fourth-Quarter Earnings Likely Grew at a Solid Pace
Equities: Power Demand Benefits Across Utilities
Equities: How Does Venezuela Impact Our Energy Sector Guidance?
Asset Allocation Spotlight: Top Five Portfolio Ideas for 2026
Global Economic Spotlight: A Look Back at an Eventful 2025
Equities Spotlight: Reindustrialization Driving Opportunities in Equities
Equities Spotlight: Despite Headlines, Equity-Market Breadth is Improving
Asset Allocation Spotlight: Remain Diversified With a U.S. Focus
Real Assets Spotlight: The Case for Copper and Industrial Metals
Asset Allocation Spotlight: The Importance of Managing Return-to-Risk in Portfolios
Equities Spotlight: Comparing the S&P 500 Information Technology Index to 1999 vs Today
Equities Spotlight: Downgrading IT to Neutral Based on Valuation 
Alternative Spotlight: Is Trouble Brewing in Private Credit Markets? 
Asset Allocation Spotlight: Managing Concentration Risk in a Portfolio
Global Economy Spotlight: Should Investors be Spooked by this Labor Market?


Institute Alert

Volatility Catches Up to Markets
Trump-Xi Meeting: Stabilization Without Breakthroughs
Tallying Tariff Refunds
Iran War Update: Ceasefire Negotiation Meets Hardliners
Iran War Update: Hope For the War's End Quickens
Iran War Update: Ceasefire Recharges Global Equity Markets
Iran War Update: As Talks Fail, War Enters a New Phase
Iran War Update: What to Make of a Ceasefire
Adjusting Targets, Guidance and Allocations
Iran War Update: Global Impacts as U.S. Deploys New Assets
Iran War Update: The Challenge of Diplomacy During War
Iran War Update: Don't Extrapolate
Iran War Update: A Short Conflict Remains Our Base Case
Q&A: What's Next for Investors From the Iran War
Mapping Out the Path of Tariffs
New Fighting in the Middle East and Market Impact
Markets React to Supreme Court Tariff Ruling
Positive Economic Surprises Drive Target Revisions
New Fed Governor and Chair Nominated By President Trump
Political Headlines Catch Global Markets Off Guard
More Political Intrigue Around the Federal Reserve
Technology Headline Noise
Fed Uncertainty, Valuations Drive Stocks Lower 
Adjusting Portfolio Guidance, Targets, and Allocations


Special Report

Alternative Strategy Overview - Private Real Estate
Paying America's Bills
Central Bank Digital Currencies - What Investors Should Know
FAQ on the Addition of Investment Guidance on Digital Assets
Custody of Digital Assets - What Investors Need to Know
Non-Fungible Tokens (NFTs) - What Investors Need to Know
Tokenization - What Investors Need to Know
Smart Contracts: What Investors Need to Know
Blockchain Technology Basics
Bitcoin and Ethereum - What's the Difference?
Stablecoins: An Introduction


Timely Commentary

Independence, Uncertainty, and Markets: Lessons From 250 Years
State of the Markets: The Most Important Questions
State of the Markets: The Amazing Race
State of the Markets: This Much I Know is True
Q&A - Headlines Hide Fundamental Market Supports
Negative Technology Headlines Lead Stocks Lower


FOMC Meeting: Key Takeaways

Policy Announcement (04/29/2026)
Policy Announcement (01/28/2026)
Policy Announcement (12/10/2025)
Policy Announcement

Policy, Politics & Portfolios

The Iran War's Enduring Impact
What Federal Budget, Regulatory, and Trade Decisions Could Mean for Investors
Fiscal Clarity may Trump Trade-Policy Uncertainty

Institute Alert

Alternative Spotlight: Private Equity Shows Signs of Recovery 
Entering a Period of Nervous Equity Markets


Global Investment Strategy

2026 Outlook
Fixed Income Spotlight: Unpacking Corporate Credit Spreads