Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Early Impacts of the Trade War
Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.
Tariff Two-Step: What to Watch as Earnings Begin
Earnings season begins with companies adjusting on the fly to tariffs. This could give investors insight into strategies firms are taking and how businesses might be affected.
Making Sense of Recent Market Volatility
After a turbulent few days in the market, what strategies should investors consider?
Relative Winners in a Trade War
While there are no absolute winners in a trade war, there may be relative winners in the global stock market for investors to consider.
Trends in the Labor Market & More Tariffs (With Nela Richardson)
Nela Richardson of ADP Research breaks down the labor market data.
Considering the Risk of Stagflation & Uncertainty
Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.
Market Correction: What Does It Mean?
What does a "correction" mean, what's likely to happen next, and what can investors do now?
Making International Great Again?
Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.
M&A Still on Hold Amid Policy Uncertainty
Though mergers and acquisitions were expected to roar back in 2025 thanks to the new administration, uncertainty around Washington policy appears to be holding back new deals.
The New Magnificent Seven?
We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.