Market Commentary

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Bond Insights

Corporate Bonds: Mid-Year 2025 Outlook

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.

What's Going On…With Inflation

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.

WashingtonWISE: A Podcast for Investors
Washington Wise

One Big Beautiful Bill: Implications for Investors

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?

Supply Chain Messages About the Trade War

What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

'Muddiness' & Uncertainty in the Markets (With Cameron Dawson)

Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.

"Yen-Carry" Anniversary Nears, but Worries Fade

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.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

How Will Tariffs & Debt Affect the Economy?

How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?

Onward

What's Holding Back Small Caps?

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?

Market Outlook

Mid-Year Outlook: International Stocks and Economy

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.