Winnie Cisar of CreditSights joins Collin Martin to break down today's corporate credit landscape, from inflation and ratings trends to AI spending and private credit risks.
Tech earnings roll on with Nvidia and AMD ahead. Soaring semiconductor stocks grapple with lofty expectations while software faces an uphill battle as investors gauge AI's impact.
Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
As earnings season begins, Liz Ann Sonders and Collin Martin assess what corporate profits signal for both stocks and bonds. They also cover how geopolitics, tariffs, inflation, and a "Fed on hold" backdrop are shaping the outlook for markets.
Rising oil prices and the historically inflationary aspects of war have changed expectations for Federal Reserve interest rate policy and have pulled Treasury yields higher.
Find Market Commentary content
RIA Washington Watch: Spring ahead of the Washington agenda
First Quarter 2026 Earnings: Feelin' Alright
How Macro Forces Shape Credit Markets (With Winnie Cisar)
Q1 Tech Earnings Preview: A Tale of Two Cities
TIPS for Inflation Protection
Debt, Deficits & the Fed’s Next Move
How Could Higher Oil Prices Impact the Muni Market?
Why Corporate Earnings Matter for Stocks, Bonds & the Fed
The Bond Market: Iran, Inflation & Interest Rates