Markets and Economy

Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

Markets and Economy content

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With continuing pressure on Fed independence and mixed signals from the economy, how will the markets react?
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Bond Insights

We expect another generally good year for bond returns this year, but even the best-laid plans can go awry when circumstances change. Here are four risks to our outlook.

Technology has become a major driver of emerging-market stock performance.
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Liz Ann Sonders and Kathy Jones discuss the market reactions to the news out of Venezuela and analyze the latest economic indicators.
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Our 2026 outlook shows fixed income continuing to benefit from elevated rates, while equities still face a narrowing edge over risk-free investments.
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At the end of 2025, Liz Ann Sonders and Kathy Jones assess the resiliency of the economy.
A chart showing a falling blue line, representing falling stock prices during a recession.

Understand how a recession is defined and how to avoid common investment mistakes during recession-driven stock market downturns.
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As we approach 2026, what can investors expect from the equities market, fixed income, and the overall US economy in the new year?
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Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.

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