Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Markets and Economy content
Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?
On Investing
Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.
Washington Watch
This report is current as of May 8, 2026
To a surprising degree, 2026 has been dominated by geopolitical developments. From the brief military action to remove the president of Venezuela to the kerfuffle over Greenland to the war in Iran, foreign policy has been in the headlines on an almost daily basis. The uncertainty around these events has produced a roller-coaster market that saw a first-quarter decline in all the major indexes, followed by a relief rally in which the S&P 500 and Nasdaq not only recovered—but set new all-time highs by late April.
Market Outlook
S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.
On Investing
Winnie Cisar of CreditSights joins Collin Martin to break down today's corporate credit landscape, from inflation and ratings trends to AI spending and private credit risks.
Tech earnings roll on with Nvidia and AMD ahead. Soaring semiconductor stocks grapple with lofty expectations while software faces an uphill battle as investors gauge AI's impact.
As widely expected amid rising oil, rates will remain 3.5% to 3.75%. However, four policymakers dissented. And Fed Chair Powell will stay as governor after his chairmanship ends.
Bond Insights
Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
On Investing
Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.