Market Commentary

Timely takes on markets and the economy.

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Market Outlook

2026 Mid-Year Outlook: Global Equity

Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.

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On Investing

IPOs in Focus as the Fed Holds the Line

IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.

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Market Outlook

2026 Mid-Year Outlook: Taxable Fixed Income

For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.

WashingtonWise: Bad Vibes Appear No Match for This Bull Market
Washington Wise

Bad Vibes Appear No Match for This Bull Market

Counted out after a negative first quarter, the bull market roared back in April and May. Can earnings keep feeding this bull? And what could slow it down?

Market Snapshot | June 2026

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

Market Outlook

2026 Mid-Year Outlook: U.S. Stocks and Economy

Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.

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On Investing

Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas)

RSM Chief Economist Joe Brusuelas joins the show to discuss how a "split-screen" economy is being driven by inequality and asset concentration—and more.

Sector Views

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

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Bitcoin Mining Economics and the Pivot to AI

The primary way we value bitcoin is with mining metrics. It's important to understand the pivot to high-performance computing for AI models and what that means for bitcoin miners.