Market Commentary

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

The latest commentary

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

Fixed Income: FAQs

Answers to questions investors are asking about Treasury bonds, tax policy, credit quality, and other issues affecting fixed income investments.

July 09, 2025

Washington: What to Watch Now

Passage of the "Big Beautiful Bill" will postpone the debt-ceiling drama until 2027 and creates certainty on tax policy for years to come.

July 08, 2025

Trading

Joe Mazzola

Today's Options Market Update

Joe Mazzola
July 18, 2025
Nathan Peterson

Weekly Trader's Outlook

Nathan Peterson
July 18, 2025
Dan Sweeney

Looking to the Futures

Dan Sweeney
July 18, 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