Market Commentary

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

The latest commentary

International Mid-Year Outlook

Investors may revisit international exposure in their portfolios amidst reduced market reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.

June 06, 2025

Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

June 06, 2025


Tariff-Related Impacts Continue

How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?

June 06, 2025

Will The Tax Bill Affect Munis?

The bill contains several tax-code changes that could affect municipal bonds, although we don't think it reduces the appeal of munis for high-income earners.

June 05, 2025

Fixed Income Mid-Year Outlook

Bouts of volatility may continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt, and economic uncertainty.

June 04, 2025

Sentiment vs. Hard Data

Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.

May 30, 2025

Trading

Joe Mazzola

Today's Options Market Update

Joe Mazzola
June 06, 2025

Weekly Trader's Outlook

Nathan Peterson
June 06, 2025
Dan Sweeney

Looking to the Futures

Dan Sweeney
June 06, 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 and Director of International Research Michelle Gibley share their 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