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
Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
Bond Insights
In our view, municipal bonds may offer attractive tax-efficient income potential, though elevated supply, an uncertain rate backdrop, and issuer dispersion may pose risks.
What's ahead for the bond market in the second half of 2026? SCFR's Collin Martin shares his insights.
On Investing
What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
Market Outlook
Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.
Market Outlook
For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.
On Investing
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
Washington Wise
Counted out after a negative first quarter, the bull market roared back in April and May. Can earnings keep feeding this bull? And what could slow it down?
Market Outlook
Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.