Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Where Should the Fed Set Rates? Ask Taylor
As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
Fixed Income Market: Anchor in a Stormy Sea
While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.
Looking to the Futures
Cattle Futures finished lower on Tuesday, while the USDA delivered its monthly agricultural WASDE report, and today we will get the delayed non-farms payrolls report at 8:30 AM ET.
Stocks, Yields Up As 130,000 Jobs Growth Surprises
The unemployment rate dipped to 4.3% in January and jobs growth exceeded expectations at 130,000, helping boost major indexes and Treasury yields early.
Geopolitical Risk is Evolving: What You Should Know
Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
After Head-Spinning Week, Job and CPI Data Awaited
Last week's whipsaw move from a 2% mid-week plunge to Friday's 2% gains might be hard to top. January nonfarm payrolls, retail sales, CPI, and a long list of Fed speakers loom.
Weekly Trader's Outlook
The Dow Jones Industrial Average and S&P Equal Weight hit fresh all-time highs to close out the week, supported by money rotation away from non-tech areas of the market.
Breadth Is Back: What's Powering Markets Beneath the Surface (With Dennis DeBusschere)
Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
Consumer Sentiment Next After Amazon Disappoints
Investors digest Amazon's earnings miss and free-falling crypto as they await what's expected to be gloomy consumer sentiment data. The Nasdaq 100 is down 4% so far this week.
