Track how Neuberger Berman is framing markets, scan the latest summaries first, and move directly into the original article page when a view deserves more time.
Coverage
105 summaries
Latest note
Nov 2, 2026
Themes
4 recurring topics
Most common on this page
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Nov 2, 2026
42 sec read
Added to Just Summit
Don't mistake recent rate holds by major central banks for an end to tightening.
Inflation remains sticky, and expect hikes from the Fed, ECB, and BoJ in December.
Oct 26, 2026
39 sec read
Added to Just Summit
Expect near-term volatility from Q3 earnings, Fed policy, and the U.S. midterms.
The market has been reactive, as seen with Meta's AI spending announcement, and this could test the recent S&P 500 rally.
Oct 19, 2026
26 sec read
Added to Just Summit
European bond and equity risk premia have diverged dramatically, a break from a 25-year pattern.
Sovereign bond yields are at multi-decade highs, and credit spreads have widened.
Oct 15, 2026
29 sec read
Added to Just Summit
The recent tech sell-off was driven by the rapid AI supercycle, not a bubble.
Supply chain bottlenecks and multi-year demand differentiate this cycle from past booms.
Oct 12, 2026
28 sec read
Added to Just Summit
The market is acting like a buyer's market despite record equity index highs.
This means investors are more discerning, demanding lower valuations and higher yields.