Market Commentary

Timely takes on markets and the economy.

Market Commentary content

On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Liz Ann Sonders interviews Kayne Anderson CEO Al Rabil about the state of the corporate real estate market.
Market Commentary

Market folklore provides an easy, but inaccurate guide for investing in today's interconnected and complex market. Indicators based on economic or market behavior may be preferred.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Liz Ann Sonders discusses the state of the real estate market with famed agents Dolly Lenz and Jenny Lenz.
Market Commentary

While focus remains on when the Fed will start cutting rates, history suggests other factors must be looked at when assessing forward stock market performance.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Kathy Jones and Cooper Howard interview Jane Ridley from S&P Global about how municipal bonds are rated.
Market Commentary

Market expectations have established a high bar for central banks' rate cuts. Any disappointment like stronger inflation or economic growth could spark market volatility.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

How have Q4 corporate earnings fared so far, and what's behind the strong demand for investment-grade corporate bonds?
Market Commentary

While the S&P 500's all-time high hasn't been accompanied by other parts of the market (notably, small caps), further gains are possible if breadth firms up.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Liz Ann Sonders and Kathy Jones analyze new developments in the Fed's balance sheet and debate the role of risk in portfolio construction.

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