The Senate passed $70 billion immigration enforcement funding bill, Capitol Hill struggles to find consensus on how to regulate AI, and the Trump Accounts app is live.
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.
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.
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.
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
Washington: What to Watch Now
2026 Mid-Year Outlook: Global Equity
IPOs in Focus as the Fed Holds the Line
2026 Mid-Year Outlook: Taxable Fixed Income
Market Snapshot | June 2026
Bad Vibes Appear No Match for This Bull Market
2026 Mid-Year Outlook: U.S. Stocks and Economy
Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas)
Sector Views: Monthly Stock Sector Outlook