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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

International

German Stimulus: What's Next?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

November 03, 2025

Fed’s Balance Sheet

David Beckworth and Kathy Jones discuss the evolution of the Fed’s balance sheet and the future of digital currencies.

October 31, 2025

Markets and Economy

Fed Cuts Interest Rates

The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, dissenting votes may cloud the path forward.

October 29, 2025

Government Policy

Washington: What to Watch Now

The government shutdown drags on, with several potential pressure points looming in coming days.

October 28, 2025

Bonds

5 Reasons to Consider Munis Now

Municipal bonds offer tax-adjusted yields, generally high credit quality, and other advantages that may make them attractive investments.

October 28, 2025

US

Better Days (for Earnings)

Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.

October 27, 2025

Trading

Today's Options Market Update

Joe Mazzola
November 05, 2025

Looking to the Futures

Gage Greer
November 05, 2025

Weekly Trader's Outlook

Nathan Peterson
October 31, 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

Fed’s Balance Sheet

US

Better Days (for Earnings)

Jitters in the Credit Markets

International stocks and economy

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

Michelle Gibley

International

German Stimulus: What's Next?

International

Why Consider Japanese Stocks?

Markets and Economy

Perspective: In the Dark

International

The Delayed Impact of Tariffs

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

Fed’s Balance Sheet

Markets and Economy

Fed Cuts Interest Rates

Bonds

5 Reasons to Consider Munis Now

Bonds

Update on High-Yield Defaults

Government affairs

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

Fed's Dilemma: Jobs or Inflation

As the Fed cuts rates while struggling to balance slowing job growth with inflation concerns, the central bank's independence is being tested. What's the impact on investors?

September 25, 2025 • Michael Townsend

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