US
Stay up to date on commentary related specifically to US markets.
US content
On Investing
Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.
Bond Insights
We continue to suggest an "up in quality" fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
The Fed held the federal funds rate steady but noted that the risks of inflation and potentially higher unemployment remained high.
On Investing
Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.
On Investing
How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?
What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.
Bond Insights
The bill contains several tax-code changes that could affect municipal bonds, although we don't think it reduces the appeal of munis for high-income earners.
Market Outlook
Bouts of volatility may continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt, and economic uncertainty.