Market Commentary

Timely takes on markets and the economy.

Market Commentary content

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Market Commentary

As expected, the Fed held rates steady in January, but importantly downplayed the likelihood that rate cuts will start as soon as March.
Market Commentary

Market expectations have established a high bar for central banks' rate cuts. Any disappointment like stronger inflation or economic growth could spark market volatility.
On Investing: Kathy Jones & Liz Ann Sonders
On Investing

How have Q4 corporate earnings fared so far, and what's behind the strong demand for investment-grade corporate bonds?
Market Commentary

While the S&P 500's all-time high hasn't been accompanied by other parts of the market (notably, small caps), further gains are possible if breadth firms up.
On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Liz Ann Sonders and Kathy Jones analyze new developments in the Fed's balance sheet and debate the role of risk in portfolio construction.
Market Commentary

Bank loan income may decline if the Federal Reserve cuts interest rates. That doesn't mean investors should avoid them altogether, but it's important to understand the risks.
On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Former Fed economist Claudia Sahm discusses the December jobs report and the potential for rate cuts this year.
Market Commentary

While headline payroll growth was relatively strong in December, weaker details under the surface continue to paint a mixed labor market picture.
On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Liz Ann Sonders and Kathy Jones recalibrate some of their 2024 forecasts, and Liz Ann interviews Hedgeye CEO Keith McCullough.

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