Government Policy

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

What's Ahead for China in 2025?

Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.

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.

Is China Investable Again?

Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.

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.

Under-the-Surface Employment Indicators to Watch (With Doug Ramsey)

Liz Ann Sonders interviews Doug Ramsey of the Leuthold Group about the state of the economy and the markets.

Before the Rate Cut, Our View of the Markets

Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?

Focus on Labor: The History & Importance of Employment Data

Liz Ann Sonders and Kathy Jones explain why different employment metrics are vital to understanding the health of the economy.

What Past Fed Rate Cycles Can Tell Us

Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Still, investors instead need to examine what factors are driving the Fed now.

Recent Market Volatility & the Role of Fixed Income

Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.