Market Commentary
Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.
The latest commentary
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.
Markets and Economy
Stocks Down After Rally
Friday's sharp rebound keyed by software and chips took a breather early awaiting Wednesday's jobs report. Yields rose after Japan's election and amid worries over Chinese demand.
Breadth Is Back
Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
US
Earnings Season So Far
Earnings results are shaping up to be quite solid this season, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions.
Government Policy
Washington: What to Watch Now
A partial government shutdown was expected to be resolved quickly, and the president has nominated Kevin Warsh as Fed chair.
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.
Breadth Is Back
Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
US
Earnings Season So Far
Earnings results are shaping up to be quite solid this season, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions.
Lessons From Market Wizards
Kathy Jones interviews Jack Schwager, famed author of the "Market Wizards" series, about how top traders think.
International stocks and economy
Our take on crosscurrents affecting international equities
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.
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.
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
Breadth Is Back
Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
Lessons From Market Wizards
Kathy Jones interviews Jack Schwager, famed author of the "Market Wizards" series, about how top traders think.
Markets and Economy
Fed Holds Steady on Rates
The federal funds rate will remain 3.5% to 3.75%. While the market still expects two rate cuts late this year, the Fed is likely to tread cautiously given the economic backdrop.
A Week of Whiplash
Kathy Jones and Liz Ann Sonders discuss market volatility, tariffs, Greenland, Japanese bond yields, and some momentum toward precious metals.
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?
