US
Stay up to date on commentary related specifically to US markets.
US content
Lingering effects of the 2025 government shutdown have left CPI without a key component of inflation data. Kevin Gordon examines in the Week Ahead.
On Investing
Jenny Harrington and Rebecca Patterson join Liz Ann to share practical investing wisdom and the story behind their new book on financial literacy.
Market Outlook
Major market indexes might look calm year to date, but subsurface churn has become increasingly intense, which is also being reflected in some economic growth data.
Democrats swept Congress. Gridlock, a December shutdown risk, and a 2027 debt ceiling fight loom, but stocks historically rise post-midterms.
On Investing
Liz Ann Sonders and Collin Martin unpack the Fed's rate hold and explore how higher borrowing costs are creating pockets of market stress.
Equity factor analysis can help explain market leadership, reveal portfolio concentrations, and compare strategies, but note that factor definitions and performance vary.
The Federal Reserve decided to wait for more data rather than raise rates at its October meeting. Two policymakers dissented, favoring a rate hike of a quarter percentage point.
Washington Watch
A look at the latest developments in Washington, including what to watch in the midterms, Social Security's cost-of-living adjustment, and companies saying no to tokenized shares.
On Investing
Rising yields, inflation, AI spending, and earnings put markets to the test as investors increasingly focus on quality and profitability.