Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results
dice with directional arrows
Bond Insights

Bond Markets Reach a Turning Point

Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.

Lost Ones: Job Revisions Send a Chill

The July jobs report revealed significant downward revisions to payroll growth in the aftermath of the trade war, while also underscoring supply-side stress.

On Investing logo
On Investing

What Is the End Game for Tariffs?

Kevin Gordon joins Kathy Jones to discuss the latest economic indicators, including implications from the latest round of tariffs.

WashingtonWISE: A Podcast for Investors
Washington Wise

Is Delayed Tariff Pain About to Hit U.S. Markets?

Lately the markets and economy have shrugged off tariffs, but that may be changing as new trade deals increase tariffs and companies begin to pass those costs on to consumers.

Tariffs: Is the Worst Behind or Ahead of Us?

Stocks are near record highs despite rising U.S. tariffs. Why have markets seemed to shrug off tariffs lately, and will it last?

OnInvesting with Kathy Jones & Liz Ann Sonders
On Investing

Trends in the Credit Markets

Kathy Jones and Collin Martin explore leveraged loan market dynamics, recent issuance trends, and TIPS as an inflation hedge.

Commentary

How to Build a Bond Portfolio

From "how" to "why now," here are four things investors should understand about bond investing.

Good Times Bad Times: 2025's Leadership Shifts

The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.

OnInvesting with Kathy Jones & Liz Ann Sonders
On Investing

Parsing the Latest Inflation Numbers

Kathy Jones and Liz Ann Sonders analyze the latest inflation data, stagnation in the housing market, and other economic trends.