We continue to suggest an "up in quality" fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
The One Big Beautiful Bill being debated in Congress has huge implications for every taxpayer as well as the markets. What’s in the bill, and what will it mean for investors?
Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.
Small-cap stocks tend to offer greater growth potential than their large-cap peers, but those returns have yet to materialize consistently. What will it take to turn the tide?
Investors may revisit international exposure in their portfolios amidst reduced market reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.
Find Market Commentary content
Corporate Bonds: Mid-Year 2025 Outlook
What's Going On…With Inflation
One Big Beautiful Bill: Implications for Investors
Supply Chain Messages About the Trade War
'Muddiness' & Uncertainty in the Markets (With Cameron Dawson)
"Yen-Carry" Anniversary Nears, but Worries Fade
How Will Tariffs & Debt Affect the Economy?
What's Holding Back Small Caps?
Mid-Year Outlook: International Stocks and Economy