Market Commentary

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Hate It or Love It: Sentiment's Message

The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Should the Fed Focus on Inflation or Unemployment?

Kathy Jones and Collin Martin break down the Fed's current predicament and what the future might hold for interest rates.

WashingtonWISE: A Podcast for Investors
Washington Wise

When Markets Talk, the Bond Market Speaks Loudest

The fluctuating economic environment, tariffs, and the Fed's ongoing challenges keep bond investors wondering where to turn.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Is Confidence Eroding in U.S. Investability? (With Dario Perkins)

Liz Ann Sonders and Dario Perkins of TS Lombard discuss the potential for a recession, the labor market, the Fed's next move, and more.

Dominoes: Recessions' History Guide

Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.

world flags
Bond Insights

Why Is the U.S. Dollar Declining?

Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

The State of Rates and the Bond Market During Uncertainty

Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.

WashingtonWISE: A Podcast for Investors
Washington Wise

China Trade War: A Fight With No Winners

Trade wars come down to each country’s vulnerabilities, resilience, and ability to outlast the other. So how do the U.S. and China stack up?

Early Impacts of the Trade War

Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.