Market Commentary

Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.

The latest commentary

Washington: What to Watch Now

Congress approved the first-ever federal cryptocurrency legislation, establishing a regulatory regime for stablecoins. Other crypto bills are in the pipeline.

July 22, 2025

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.

July 21, 2025


Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

July 18, 2025

Benefits of EM Diversification

Emerging market (EM) countries are often generalized as all the same and driven by commodity prices. The reality can be very different. Here's what you should know about EM stocks now.

July 14, 2025

Perspective: Firmer Ground?

The resilient job market has supported stock gains, but Washington policy has been a primary market driver so far this year.

July 11, 2025

Tariffs & Deficits

Kathy Jones and Liz Ann Sonders discuss the latest tariff news and the implications of the recently passed "One Big Beautiful Bill."

July 11, 2025

Trading

Joe Mazzola

Today's Options Market Update

Joe Mazzola
July 25, 2025
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
July 25, 2025
Dan Sweeney

Looking to the Futures

Dan Sweeney
July 25, 2025

US stocks and economy

Chief Investment Strategist Liz Ann Sonders and Senior Investment Strategist Kevin Gordon on what's driving equity markets now

International stocks and economy

Director of International Research Michelle Gibley's take on the crosscurrents affecting international markets

Fixed income

Chief Fixed Income Strategist Kathy Jones and strategists Collin Martin and Cooper Howard on the latest developments in fixed income and currency markets

Government affairs

Legislative and Regulatory Affairs Managing Director Michael Townsend on what matters most to markets and individual investors 

Election Reset: What's Next?

In a matter of minutes, the 2024 presidential race changed dramatically, generating lots of speculation and questions. So what are the facts, the next steps, and the timeline?

July 25, 2024 Michael Townsend