Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Commentary

Bonds vs. Bond Funds: Which is Right for You?

Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.

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Bond Insights

Fed and Treasury Update: Higher-for-Longer Yields

The Fed may stay on hold, but hike risks are rising. What might that mean for Treasury yields and bond portfolio positioning?

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Equity Diversification in an Era of Concentration

Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.

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On Investing

Why Good Economic News Isn't Always Good for Markets

What happens when a strong economy becomes a challenge for markets? Collin Martin and Kevin Gordon unpack the outlook for stocks and bonds amid higher yields.

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Market Outlook

The Way You Make Me Feel: Sentiment's Message

Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.

WashingtonWise Congress Heads Out, but Washington Keeps Working Ep. 144
Washington Wise

Congress Heads Out, but Washington Keeps Working

There is plenty of activity in Washington that can move the markets, even with Congress in recess. So what should you be watching?

Bond Insights

Buying a Muni Below Par? Reasons to Think Twice

Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

Divided Fed Leaves Interest Rates Unchanged

In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.