The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.

The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.

Kathy Jones and Collin Martin break down the Fed's current predicament and what the future might hold for interest rates.

A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.

Liz Ann Sonders and Dario Perkins of TS Lombard discuss the potential for a recession, the labor market, the Fed's next move, and more.

Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.

Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.

Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.