Government Policy

Understand how policy decisions coming out of Washington may impact financial markets and your investments.

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.

January Barometer: Wall Street Trends to Watch

Investors reboot when a new year dawns, but 2025 stands out as a new administration takes over. This may affect investor behavior as they adjust for possible policy changes.

Navigating Post-Election Market Dynamics

Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.

Party in the USA: Election Facts

Historically, staying invested has been, in our view, an effective strategy and one to consider when it comes to election years and beyond.

What Declining Interest Rates Could Mean for You

When the Federal Reserve lowers its key short-term interest rate, the impact isn't uniform across the financial universe.

What's in the Fed's Toolbox?

What the Fed's monetary-policy tools signal about the market.

Deficits, Debt and Markets: Myths vs. Realities

Historically, the level of U.S. debt has had no correlation with the performance of the stock or bond markets.