Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
Markets and Economy
SCOTUS Rejects Trump Tariffs
In a 6-3 decision, the highest court in the U.S. ruled that President Trump lacks the legal authority to impose sweeping tariffs. But the administration has a Plan B in place.
Markets and Economy
Stocks Dip on GDP, PCE Reports
December PCE prices came in slightly above expectations, while a first estimate for economic growth at the end of 2025 landed far below estimates, sending major indexes lower.
Government Policy
Washington: What to Watch Now
The Department of Homeland Security has shut down, but impact has been limited so far. Here's what to expect.
Bonds
Muni Bonds: 3 Key Questions
Municipal bonds have posted strong performance so far this year, despite a news cycle that has many investors questioning the path forward. Here are answers to some of the top questions.
US
Cascade: AI's Latest Phase
AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
Jobs Data & AI Market Shocks
Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
US stocks and economy
Our perspective on what's driving U.S. equity markets
Markets and Economy
Market Snapshot
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
US
Cascade: AI's Latest Phase
AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
Jobs Data & AI Market Shocks
Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
Markets and Economy
Perspective: Riding the Waves
Our point of view on recent market and economic activity.
International stocks and economy
Our take on crosscurrents affecting international equities
Markets and Economy
Perspective: Riding the Waves
Our point of view on recent market and economic activity.
International
Geopolitical Risk is Evolving
Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
International
EM: AI Opportunity and AI Risk
Technology has become a major driver of emerging-market stock performance.
International
2026 International Outlook
International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.
Fixed income
Insights on the latest developments in fixed income and currency markets
Bonds
Muni Bonds: 3 Key Questions
Municipal bonds have posted strong performance so far this year, despite a news cycle that has many investors questioning the path forward. Here are answers to some of the top questions.
Jobs Data & AI Market Shocks
Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
Markets and Economy
Perspective: Riding the Waves
Our point of view on recent market and economic activity.
Bonds
Anchor in a Stormy Sea
While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.
Government affairs
Our take on policy decisions that may affect markets and investments
Headline Drama vs. Your Portfolio
Headlines are meant to grab attention, not to provide investing advice. So how can you separate urgency from noise in order to make strategic decisions for your portfolio?
