Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Markets and Economy content
On Investing
Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
Bond Insights
Answers to questions investors are currently asking about Treasury bonds, tax policy, credit quality and other issues currently affecting fixed income investments.
On Investing
Mike Townsend joins the show to discuss the political implications of the recent government shutdown and how it might affect the markets.
While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.
On Investing
Liz Ann Sonders and Kathy Jones discuss the economic data implications of the ongoing government shutdown and which indicators matter most.
German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.
On Investing
David Beckworth and Kathy Jones discuss the evolution of the Fed’s balance sheet and the future of digital currencies.
Market Outlook
Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.
Bond Insights
Bankruptcies by high-yield issuers have made headlines recently, but defaults have grown more common in recent years.