US
Stay up to date on commentary related specifically to US markets.
What Is the Debt Ceiling and Why Does It Matter?
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.
Stocks Rebound on Cool CPI, Solid JPMorgan Results
Lighter than expected December CPI data helped stocks edge up after they slumped overnight, but yields remain near recent highs. JPMorgan Chase results mostly appeared to impress.
Forward/Backward: 2025 Review With a Note on Venezuela
The capture of Venezuelan President Maduro has been digested well by global markets, which is in keeping with 2025’s theme of massive volatility and solid index-level returns.
Closing Thoughts on a Year of Uncertainty
At the end of 2025, Liz Ann Sonders and Kathy Jones assess the resiliency of the economy.
Fed Cuts Rates for the Third Time This Year
The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, Fed Chairman Powell hinted at a pause ahead, and there were several dissents.
2026 Outlook: U.S. Stocks and Economy
We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.
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.
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.
Stocks: Less Comfortably Numb
After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.
The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.