Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Market Commentary

Songs of Experience: Reminiscences of a Strategist

It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Recent Market Volatility & the Role of Fixed Income

Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.

Carry Trade Unwind: Is It Really Over?

Having been warned about the risk, investors now ask if the yen carry trade unwind is complete. Here's how far it might still go.

Onward Archive

What's in the Fed's Toolbox?

What the Fed's monetary-policy tools signal about the market.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Uncertainty or Optimism: A Unique Economic Cycle (With Ed Hyman)

Liz Ann Sonders interviews the legendary Ed Hyman about the current economic cycle and its unique characteristics.

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Ether ETFs Cleared for Trading: Key Issues to Know

Trading is scheduled to start July 23 in the second cryptocurrency-based ETF product cleared by the SEC—but investors should continue to proceed with caution.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Good News on Inflation & Investment Rules to Live By (With Ned Davis)

Liz Ann Sonders interviews market veteran Ned Davis about his overall strategy and the importance of understanding market psychology.

Onward Archive

Muni Bonds and Extreme Weather

Some municipalities are more susceptible to weather-related risk than others. Here are three ways to help weather-proof your muni portfolio.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Potential Rate Cuts and the Path to Sustainable Growth (With Joe Brusuelas)

Kathy Jones interviews economist Joe Brusuelas from RSM about the pace of growth in the economy and what keeps him up at night.