Asset Management
Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Markets and Economy content
Washington Wise
There is plenty of activity in Washington that can move the markets, even with Congress in recess. So what should you be watching?
In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.
On Investing
As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.
Onward Archive
What the Fed's monetary-policy tools signal about the market.
On Investing
A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.
On Investing
This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.
The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.
What’s ahead for global equities in the second half of 2026? SCFR's Chris Ferrarone shares his insights.