Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
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.
Markets and Economy
Stocks Down After PPI Report
Inflation appears a lingering issue after the Producer Price Index for December showed wholesale prices rose 0.5%, above expectations, suggesting the next PCE report might be hot.
Markets and Economy
What's the Difference: Jobs vs. GDP
U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.
Markets and Economy
SCOTUS Rejects Trump Tariffs
In a 6-3 decision, the highest court in the U.S. ruled that President Trump lacks the legal authority to impose sweeping tariffs. But the administration has a Plan B in place.
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 Policy
Washington: What to Watch Now
The Department of Homeland Security has shut down, but impact has been limited so far. Here's what to expect.
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.
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.
Markets and Economy
What's the Difference: Jobs vs. GDP
U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.
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.
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
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.
Bonds
Muni Bonds: 3 Key Questions
Municipal bonds have posted strong performance so far this year, despite a news cycle that has many investors questioning the path forward. Here are answers to some of the top questions.
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.
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?
