Market Commentary

Timely takes on markets and the economy.

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Washington Watch

Washington: What to Watch Now

Congress is in recess but will face a scramble in September to fund the government by the end of the fiscal year. Meanwhile, tariffs are about to kick in on 70-plus countries.

Lost Ones: Job Revisions Send a Chill

The July jobs report revealed significant downward revisions to payroll growth in the aftermath of the trade war, while also underscoring supply-side stress.

On Investing logo
On Investing

What Is the End Game for Tariffs?

Kevin Gordon joins Kathy Jones to discuss the latest economic indicators, including implications from the latest round of tariffs.

Federal Reserve building

Fed Holds Rates Steady; Eyes Turn to September

Federal Reserve officials leave short-term interest rates unchanged but appear to open the door for a potential rate cut later this year.

Tariffs: Is the Worst Behind or Ahead of Us?

Stocks are near record highs despite rising U.S. tariffs. Why have markets seemed to shrug off tariffs lately, and will it last?

OnInvesting with Kathy Jones & Liz Ann Sonders
On Investing

Trends in the Credit Markets

Kathy Jones and Collin Martin explore leveraged loan market dynamics, recent issuance trends, and TIPS as an inflation hedge.

Commentary

How to Build a Bond Portfolio

From "how" to "why now," here are four things investors should understand about bond investing.

Good Times Bad Times: 2025's Leadership Shifts

The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.

OnInvesting with Kathy Jones & Liz Ann Sonders
On Investing

Parsing the Latest Inflation Numbers

Kathy Jones and Liz Ann Sonders analyze the latest inflation data, stagnation in the housing market, and other economic trends.