Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Government Policy content
We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.
On Investing
Liz Ann Sonders speaks with Phil Mackintosh, chief economist at Nasdaq, about the labor force, the impact of AI, and valuations.
On Investing
Louis-Vincent Gave of Gavekal Research joins Liz Ann Sonders for a discussion on what was so unique about 2024—and China's role in the AI industry.
On Investing
Kathy Jones speaks with Dr. Richard Clarida, PIMCO's global economic advisor and former vice chairman of the Board of Governors of the Federal Reserve.
Commentary
Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.
Washington Watch
Donald Trump and Republicans support sweeping changes that could affect the economy, markets and investors. But narrow margins in Congress could complicate that agenda.
On Investing
Liz Ann Sonders and Kathy Jones examine why the economy continues to show resilience despite higher interest rates and inflation concerns.
On Investing
Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.
On Investing
Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.