Government Policy

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

What's in the Fed's Toolbox?

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

Trade War 2.0: Should Investors Prepare?

Potential for another trade war fueled by a rise in global protectionist policies has investors revisiting the potential impact on stocks, inflation, and economic growth.

Q2 Surprises and What Could Surprise in Q3

Discover what surprised markets in the second quarter of 2024 and understand the potential drivers of volatility for the third quarter.

Potential Rate Cuts and the Path to Sustainable Growth (With Joe Brusuelas)

Kathy Jones interviews economist Joe Brusuelas from RSM about the pace of growth in the economy and what keeps him up at night.

How Much "Tech" Do You Own?

Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.

Midyear Outlook: The Fed & the U.S. Economy

Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.

Election Risk Returns

A top risk for investors, elections may see a shift from centrist to more populist policy that could slow exports, raise inflation, and increase volatility in the global markets.

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.

The Recession Has Ended

Europe's mild recession is over, with growth expected to continue. Valuations for eurozone stocks remain attractive, offering the potential for further price appreciation.

The Fed's Message: Patience and No Change in Interest Rate Policy

Kathy Jones and Liz Ann Sonders discuss this week's Fed meeting and the implications for investors.