Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results
Market Outlook

First Quarter 2026 Earnings: Feelin' Alright

S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.

On Investing logo
On Investing

How Macro Forces Shape Credit Markets (With Winnie Cisar)

Winnie Cisar of CreditSights joins Collin Martin to break down today's corporate credit landscape, from inflation and ratings trends to AI spending and private credit risks.

Bond Insights

TIPS for Inflation Protection

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

On Investing logo
On Investing

Debt, Deficits & the Fed’s Next Move

Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.

picture of an oil well property
Bond Insights

How Could Higher Oil Prices Impact the Muni Market?

Higher oil prices have both positive and negative effects on the municipal bond market. Investors may want to evaluate their concentration risk.

On Investing podcast logo
On Investing

Why Corporate Earnings Matter for Stocks, Bonds & the Fed

As earnings season begins, Liz Ann Sonders and Collin Martin assess what corporate profits signal for both stocks and bonds. They also cover how geopolitics, tariffs, inflation, and a "Fed on hold" backdrop are shaping the outlook for markets.

picture of several oil wells
Bond Insights

The Bond Market: Iran, Inflation & Interest Rates

Rising oil prices and the historically inflationary aspects of war have changed expectations for Federal Reserve interest rate policy and have pulled Treasury yields higher.

Power and AI Boost Infrastructure Investments

While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.

On Investing logo
On Investing

Inside Today's Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)

ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.