Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results
On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Do Tariffs Change the Economic Outlook? (With Phil Mackintosh)

Liz Ann Sonders speaks with Phil Mackintosh, chief economist at Nasdaq, about the labor force, the impact of AI, and valuations.

Bond Insights

5 Things to Consider About Taxable Municipal Bonds

Taxable municipal bonds may be an attractive option for investors in lower tax brackets, but there are things investors should know before making a decision.

Jigsaw Puzzle: Growth vs. Value

Growth and value are often thought of simplistically, but subsurface details in growth- and value-labeled indexes challenge pre-conceived notions of the factors.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

China Enters the AI Chat (With Louis-Vincent Gave)

Louis-Vincent Gave of Gavekal Research joins Liz Ann Sonders for a discussion on what was so unique about 2024—and China's role in the AI industry.

Bond Insights

Will the United States Dollar Be Dethroned?

Could the U.S. dollar lose its place as the world's reserve currency? Despite a long-term trend toward currency diversification, we don't see the dollar losing dominance anytime soon.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Navigating Tariffs & Inflation (With Dr. Richard Clarida)

Kathy Jones speaks with Dr. Richard Clarida, PIMCO's global economic advisor and former vice chairman of the Board of Governors of the Federal Reserve.

Promises: Tariffs Hit Markets

The Trump Administration's plans to put tariffs on imports from Canada, Mexico, and China have the potential to dent economic growth, boost inflation, and raise uncertainty.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Beyond Market Cap: Fundamental Indexing Explained (with Rob Arnott)

Liz Ann Sonders interviews Rob Arnott, founder of Research Affiliates, about how fundamental indexing works.

Bond Insights

Preferred Securities: Balancing Yield with Risk

Preferred securities' yields may be appealing, but they almost always come with additional risks.