As Wall Street eagerly awaits historically large IPOs, index providers weigh the implications and logistics of adding new members on an accelerated timeline.
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.
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.
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.
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?
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.
Find Market Commentary content
Some Indexes Accelerate Entry for Massive IPOs
2026 Mid-Year Outlook: Global Equity
2026 Mid-Year Outlook: Taxable Fixed Income
IPOs in Focus as the Fed Holds the Line
Bad Vibes Appear No Match for This Bull Market
Market Snapshot | June 2026
2026 Mid-Year Outlook: U.S. Stocks and Economy
Sector Views: Monthly Stock Sector Outlook
Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas)