Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Energy: Global Excess or Shortage of Power?

Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

The Markets Shrug at Geopolitics, for Now

Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.

Bond Insights

Municipal Bonds: Mid-Year 2025 Outlook

Tax policy may continue to be a factor in the second half of the year, although Congress looks likely to maintain current tax brackets and the muni tax exemption.

Bond Insights

Corporate Bonds: Mid-Year 2025 Outlook

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.

What's Going On…With Inflation

Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.

Federal Reserve building

Fed Keeps Rates Steady, Says Risks Still Elevated

The Fed held the federal funds rate steady but noted that the risks of inflation and potentially higher unemployment remained high.

Supply Chain Messages About the Trade War

What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

'Muddiness' & Uncertainty in the Markets (With Cameron Dawson)

Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.

Market Outlook

2025 Wealth Management Midyear Outlook

2025 has been a bouncy year so far with market ups and downs and uncertainty regarding possible tax changes and economic impacts of tariffs. Are you ready for what may come next?