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
The wildfires may affect some municipal bond issuers in the devastated areas, but the impact to other California bonds or to the broader muni market is likely limited.
Commentary
Some soft data metrics have started to rebound sharply and catch back up to relatively resilient hard data, but it's too soon to say whether the gap is definitively closing.
On Investing
Cooper Howard and Kathy Jones look at how climate events, like the fires in Los Angeles, could impact the municipal bond market.
Commentary
Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.
Washington Watch
Donald Trump and Republicans support sweeping changes that could affect the economy, markets and investors. But narrow margins in Congress could complicate that agenda.
On Investing
Liz Ann Sonders and Kathy Jones examine why the economy continues to show resilience despite higher interest rates and inflation concerns.
Bond Insights
Yields may trade in a wide range as markets work through issues in the new year. Navigating volatility may mean capturing higher nominal and real yields over the longer term.
Commentary
Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.
Market Outlook
Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.