Market Commentary

Timely takes on markets and the economy.

Market Commentary

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A Future Uncertain: Recession Coming?

Recession fears have risen sharply of late as economic soft data have rolled over, upping the risk that hard data start to catch down.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Is Recession on the Horizon?

Liz Ann Sonders and Kevin Gordon analyze the dynamics and indicators that might indicate a recession is looming.

Making International Great Again?

Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Recent Questions From Investors

Liz Ann Sonders and Kathy Jones answer recent questions from investors, covering topics such as tariffs, bond yields, the Federal Reserve, and more.

The (Not So) Magnificent Seven?

Heightened economic uncertainty—propelled mainly by trade policy—has unearthed weakness in the equity market, with most pain felt under the market's surface.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Headwinds & Tailwinds in the Housing Market (With Ivy Zelman)

Ivy Zelman and Liz Ann Sonders discuss the challenges in the housing market—and find a few reasons to be optimistic.

Sector Views

Stock Sectors: What Are They? How Are They Used?

Here are key facts to know about equity sectors—what they are, what they do, and how stock sectors can be used in investing.

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Bond Insights

Fixed Income: Taking Risk in Moderation

Should you avoid lower-rated, riskier investments like high-yield corporate bonds or bank loans? Not necessarily, but you should understand the risks.

The New Magnificent Seven?

We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.