Collin Martin speaks with former Fed Vice Chair Dr. Richard Clarida about how the Fed thinks about inflation, labor markets, supply shocks, productivity, and more.
Geopolitical developments at home and abroad could have longer-lasting impacts on the markets. Here, three experts discuss what it all means for investors.
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.
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.
Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.
Find Market Commentary content
The Economy's Curious Balancing Act (With Dr. Richard Clarida)
Geopolitical Uncertainty and Your Portfolio
Bonds vs. Bond Funds: Which is Right for You?
Fed and Treasury Update: Higher-for-Longer Yields
Equity Diversification in an Era of Concentration
RIA Washington Watch: Market momentum meets political uncertainty
Why Good Economic News Isn't Always Good for Markets
The Way You Make Me Feel: Sentiment's Message
Buying a Muni Below Par? Reasons to Think Twice