Market Commentary

Timely takes on markets and the economy.

Market Commentary

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White House Unveils Sweeping Tariff Plan

Market volatility is likely to rise as investors digest the president's plans.

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Bond Insights

Treasury Bond Markets: Seeking Higher Ground

The combination of slowing economic growth and stubborn inflation, combined with uncertainty about U.S. tariff policy, is keeping investors cautious.

The Price You Pay: Valuation Evaluation

Amid a market correction and heightened policy, inflation and growth concerns, valuations are back in the spotlight.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Avoiding Unforced Errors in Investing (With Barry Ritholtz)

Liz Ann Sonders sits down with Barry Ritholtz for a discussion about common mistakes and how not to invest.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Considering the Risk of Stagflation & Uncertainty

Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.

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Bond Insights

Floating-Rate Notes: 4 Key Considerations

Investment-grade floating-rate notes prices tend to be more stable than their fixed-rate counterparts, so they may be worth considering during periods of volatility.

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.