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Market Commentary

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

The latest commentary

International

2025 Mid-Year Global Outlook

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.

June 02, 2025

Markets and Economy

Sentiment vs. Hard Data

Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.

May 30, 2025

Government Policy

Trump's Tariffs Remain

Trump's tariffs now face a legal battle. Tariffs may be less arbitrary and reduced in severity or duration, but the next steps are complicated and likely to extend uncertainty.

May 30, 2025

Government Policy

Tax Bill Moves to the Senate

The "One Big Beautiful Bill" tax-and-spending plan was passed by the House of Representatives and now moves on to the Senate. Here's what's in it.

May 28, 2025

Company Earnings

Q1 Nvidia Earnings

Nvidia, the biggest AI chip firm, reports Wednesday. Blackwell chip demand, tariffs, and guidance all could help determine how shares respond after a volatile two months.

May 27, 2025

US

Soft vs. Hard Divide Persists

There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.

May 27, 2025

Trading

Looking to the Futures

Tom Essig
June 04, 2025

Today's Options Market Update

Nathan Peterson
June 03, 2025

Weekly Trader's Outlook

Nathan Peterson
May 30, 2025

US stocks and economy

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

Liz Ann Sonders and Kevin Gordon

Markets and Economy

Market Snapshot

Markets and Economy

Sentiment vs. Hard Data

US

Soft vs. Hard Divide Persists

Markets and Economy

Navigating the 'Funky' Market Environment

International stocks and economy

Chief Global Investment Strategist Jeffrey Kleintop and Director of International Research Michelle Gibley share their take on the crosscurrents affecting international markets

Jeff Kleintop & Michelle Gibley

Markets and Economy

Weekly Market Outlook

International

2025 Mid-Year Global Outlook

Government Policy

Trump's Tariffs Remain

International

Why International and Why Now

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

Kathy Jones, Collin Martin, and Cooper Howard

Markets and Economy

Sentiment vs. Hard Data

Markets and Economy

Navigating the 'Funky' Market Environment

Bonds

Understanding MBS Investing

Bonds

Muni Below Par? What to Know

Government affairs

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

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