Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
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
CPI Mild, Stocks Pare Losses
Major indexes vacillated as the Consumer Price Index landed below expectations at 0.2%. The reading may be 'well received' by Fed members worried about inflation.
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.
Markets and Economy
Covered-Call ETF: What to Know
Exchange-traded funds that combine equity market exposure with a side of options may seem appetizing, but there are risks worth considering before adding one to your plate.
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.
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.
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.
Breadth Is Back
Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
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
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.
Breadth Is Back
Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
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?
