As the government reopens, investors are watching for the Fed to make rate decisions, Congress to avoid another shutdown, and the Supreme Court to rule on the legality of tariffs.
While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.
German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.
Find Market Commentary content
Investors Eyeing Big Issues as Washington Reopens
After the Shutdown: Markets, Policy & the Wall of Worry
Desert Song: Relying on Alt Data for Economic Pulse
Making Sense of the Economy in a Data Desert
Using Bonds Wisely in a Bull Market for Equities
What Happened to Germany's Spending Boom?
The Fed’s Balance Sheet Takes Center Stage (With David Beckworth)
Muni Bonds: Where Are the Potential Opportunities?
What’s Causing Jitters in the Credit Markets?