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

A massive budget bill of tax and spending cuts, as well as a debt ceiling debate loom as Congress returns from its Easter recess.

April 29, 2025

Why is the Dollar Declining?

Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.

April 28, 2025


Recessions' History Guide

Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.

April 28, 2025

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.

April 28, 2025

Bond Markets React to Uncertainty

Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.

April 25, 2025

Tariffs: Potential Muni Impact

Recent volatility has pushed yields to historically high levels, potentially creating opportunities in municipal bonds, especially for higher-net-worth investors.

April 22, 2025

Trading

Today's Options Market Update

Nathan Peterson
April 29, 2025
Chris Waterbury

Looking to the Futures

Chris Waterbury
April 29, 2025

Weekly Trader's Outlook

Nathan Peterson
April 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

Chief Global Investment Strategist Jeffrey Kleintop'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