Our point of view on recent market and economic activity.

Stocks are on track for weekly losses following a relatively hawkish FOMC meeting, higher yields and ongoing attacks in the Middle East which are keeping oil prices elevated.

What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?

Fed policymakers unanimously voted to raise rates 25 basis points, the first hike since 2023, and vowed to fight inflation. Another hike is seen this year, but 2027 is in question.

Municipal bonds might still offer attractive tax-advantaged income and relatively stable credit quality for investors who understand the risks.

Markets await a possible Fed rate hike as Congress weighs Trump's dividend proposal, a limited fall session, and a Senate vote on crypto regulation.

European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

Housing market expert Ivy Zelman explains why long-term demographic trends could have far-reaching implications for growth and housing demand.