This week features a Fed meeting, Broadcom and Oracle results, and job openings data. Yields rose sharply last week, raising concerns. Major indexes approached record highs Friday.

Our outlook on the 11 S&P 500 equity sectors.

Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.

Equity markets have remained largely unchanged this week as investors anticipate guidance from the upcoming Federal Open Market Committee (FOMC) meeting.

Initial jobless claims and Challenger layoff data come ahead of the open after ADP's weak report yesterday raised rate cut odds. Salesforce and Snowflake results are also in focus.

We believe municipal bonds will continue to offer attractive tax-adjusted yields in 2026, while credit quality should remain stable.

We continue to suggest an up-in-quality fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.

Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.

Congress returns to Washington for a three-week sprint to the end of the year.