Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
Kathy Jones' Market Lessons
As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.
Markets and Economy
Stocks Down on Oil, Jobs
Surging oil sent stocks lower as Persian Gulf shipping basically halted, and losses accelerated after the U.S. lost 92,000 jobs in February. Analysts had expected a rise of 60,000.
US
Fire Below Indexes
Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.
International
War in Iran: FAQs
What do the attacks on Iran mean for the global economy and markets? We answer some of the questions investors are asking most often.
Government Policy
Washington: What to Watch Now
Congress will seek more details from the Trump administration on its plans following military action in Iran.
The Fed's Balancing Act
Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.
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.
Kathy Jones' Market Lessons
As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.
US
Fire Below Indexes
Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.
The Fed's Balancing Act
Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.
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
Kathy Jones' Market Lessons
As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.
Fixed Income
Who Owns Treasury Bonds?
How private investors are influencing U.S. Treasury markets, and what it could mean for fixed income investors.
The Fed's Balancing Act
Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.
Mixed Signals & Moving Targets
Liz Ann Sonders and Kathy Jones are joined by Kevin Gordon to discuss mixed economic signals, Fed policy uncertainty, as well as AI-driven investment and productivity gains.
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?
