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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: Inflation Problem

A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.

September 12, 2025

Public & Private Markets Converge?

Steven Meier, Deputy Comptroller and Chief Investment Officer for the New York City retirement systems, joins the show to discuss capital markets and public finance.

September 12, 2025

International

Fiscal Concerns and Stocks

Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?

September 08, 2025

Housing Market Dynamics

September 05, 2025

Bonds

Lower Bond Yields: You Can't Get There From Here

The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.

September 05, 2025

Government Policy

Washington: What to Watch Now

Congress returns to Washington facing a busy agenda, including tariffs, a potential government shutdown, cryptocurrency legislation and disputes about the Federal Reserve.

September 02, 2025

Trading

Looking to the Futures

Michael Zarembski
September 15, 2025

Weekly Trader's Outlook

Nathan Peterson
September 12, 2025

Today's Options Market Update

Joe Mazzola
September 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

Public & Private Markets Converge?

Markets and Economy

Perspective: Inflation Problem

Housing Market Dynamics

International stocks and economy

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

Michelle Gibley

Markets and Economy

Perspective: Inflation Problem

International

Fiscal Concerns and Stocks

International

Weak Dollar's Impact on Returns

International

Is Europe a Bright Spot?

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: Inflation Problem

Public & Private Markets Converge?

Bonds

Lower Bond Yields: You Can't Get There From Here

Housing Market Dynamics

Government affairs

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

Is Tariff Pain About to Hit?

Lately the markets and economy have shrugged off tariffs, but that may be changing as new trade deals increase tariffs and companies begin to pass those costs on to consumers.

July 31, 2025 • Michael Townsend

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