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Market Commentary

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

The latest commentary

Markets and Economy

Perspective: 2026 Outlook

Investors are navigating not just uncertainty, but an unstable environment influenced by tariffs and inflation, among other factors. While volatility may increase, there is likely room for another solid year in 2026, especially for fixed income and international stocks.

December 12, 2025

Markets and Economy

Tech Down After Broadcom

Tech saw more pressure early despite solid results from chip giant Broadcom as rotation out of that sector continued. Yields rose, possibly a drag after Thursday's record highs.

December 12, 2025

Markets and Economy

Fed Cuts Interest Rates

The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, Fed Chairman Powell hinted at a pause ahead, and there were several dissents.

December 10, 2025

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.

December 09, 2025

US

2026 U.S. Stocks Outlook

We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.

December 09, 2025

Sectors

Stock Sector Outlook

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

December 05, 2025

Trading

Today's Options Market Update

Joe Mazzola
December 12, 2025

Weekly Trader's Outlook

Nathan Peterson
December 12, 2025

Looking to the Futures

Tom Essig
December 12, 2025

US stocks and economy

Chief Investment Strategist Liz Ann Sonders and Senior Investment Strategist Kevin Gordon on what's driving equity markets now

Liz Ann Sonders and Kevin Gordon

Markets and Economy

Market Snapshot

Markets and Economy

Perspective: 2026 Outlook

US

2026 U.S. Stocks Outlook

Markets Expect a Cut

International stocks and economy

Director of International Research Michelle Gibley's take on the crosscurrents affecting international markets

Michelle Gibley

Markets and Economy

Perspective: 2026 Outlook

International

2026 International Outlook

International

German Stimulus: What's Next?

International

Why Consider Japanese Stocks?

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

Kathy Jones, Collin Martin, and Cooper Howard

Markets and Economy

Perspective: 2026 Outlook

Markets and Economy

Fed Cuts Interest Rates

Markets Expect a Cut

Bonds

2026 Municipal Bonds Outlook

Government affairs

Legislative and Regulatory Affairs Managing Director Michael Townsend on what matters most to markets and individual investors 

Investors Eyeing Big Issues

As the government reopens, investors are watching for the Fed to make rate decisions, Congress to avoid another shutdown, and the Supreme Court to rule on the legality of tariffs.

November 20, 2025 • Michael Townsend

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