Our point of view on recent market and economic activity.

Major indexes were flat to lower yesterday as rate cut hopes fell on a stronger-than-expected jobs report. Investors mull earnings from Cisco and McDonald's and await Friday's CPI.

Despite lower rate cut hopes after the jobs report, stocks climbed with tech leading as investors await Friday's CPI. Cisco, AppLovin, and McDonald's dropped following earnings.

Crude oil futures ended Wednesday higher, as energy traders see no easing of U.S./Iranian geopolitical tensions.

Exchange-traded funds that combine equity market exposure with a side of options may seem appetizing, but there are risks worth considering before adding one to your plate.

The unemployment rate dipped to 4.3% in January and jobs growth exceeded expectations at 130,000, helping boost major indexes and Treasury yields early.

While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.

Last week's whipsaw move from a 2% mid-week plunge to Friday's 2% gains might be hard to top. January nonfarm payrolls, retail sales, CPI, and a long list of Fed speakers loom.

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.