Markets and Economy

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

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Sectors

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

Implications of a New Fed Chair Nominee

Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.

Markets and Economy

Waiting Game as PCE Inflation Loom Soon After Open

Volatility could rise at 10 a.m. ET with the release of PCE data, but earnings news is slim. The S&P 500 and Nasdaq are on three-day win streaks before next week's Fed decision.

Markets and Economy

Risk Appetite Sags, Stocks Dip Ahead of PCE, Fed

Stock futures dip as focus turns to consumer sentiment and shutdown-delayed PCE data ahead of next week's Fed rate decision.

Futures

Looking to the Futures

Bitcoin (/BTCZ25) and Ethereum (/ETHZ25) Futures looked to continue their rebound from the recent November lows on Thursday as optimism of a December rate cut continues across the broader market.

Markets and Economy

New Batch of Jobs Data Next After Surprise Drop

Initial jobless claims and Challenger layoff data come ahead of the open after ADP's weak report yesterday raised rate cut odds. Salesforce and Snowflake results are also in focus.

Bonds

2026 Outlook: Treasury Bonds and Fixed Income

Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.

Markets and Economy

Salesforce, Macy's, Crypto, and ADP Jobs in Focus

Crypto turned around yesterday but Marvell Technology earnings appeared to disappoint. Today brings Salesforce results and ADP jobs data, along with Macy's and Snowflake.

Markets and Economy

Utilities Lose Defensive Touch as AI Ignites Rally

Thanks to AI-generated power demand, the utilities sector is losing its traditional defensive role. Is this a permanent move, or will utilities ultimately regain their place?

Markets and Economy

Tech Results Ahead as Sentiment, Crypto Moves Eyed

Marvell Technology and CrowdStrike results following the close will be watched for AI and tech demand trends, while crypto could again play a role after denting sentiment Monday.

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Investing involves risk, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

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Cryptocurrency- related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.

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