Markets and Economy

Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

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On Investing

Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.

U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.
Supreme Court Strikes Down Tariffs

In a 6-3 decision, the highest court in the U.S. ruled that President Trump lacks the legal authority to impose sweeping tariffs. But the administration has a Plan B in place.
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Liz Ann Sonders and Kathy Jones are joined by Kevin Gordon to discuss mixed economic signals, Fed policy uncertainty, as well as AI-driven investment and productivity gains.
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Bond Insights

Municipal bonds have posted strong performance so far this year, despite a news cycle that has many investors questioning the path forward. Here are answers to some of the top questions.
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Market Outlook

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
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A trade war occurs when countries impose retaliatory tariffs. Learn more about how trade wars begin and how they can impact markets, industries, and investors.
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On Investing

Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
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Bond Insights

While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.

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