Government Policy

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

Declaring Independence From the U.S.

Dollar strength resulting from central banks' independent policies on rate cuts is unlikely to be tampered by China's deflation or geopolitics.

With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth)

Kathy Jones interviews economist David Beckworth about the potential role of nominal GDP as an alternate target for the Fed.

Is the Market Still Climbing the Wall of Worry? (With Dr. Ed Yardeni)

Dr. Ed Yardeni sits down with Liz Ann to discuss the current economic cycle and the challenges ahead in the markets this year.

What Could Turn China Around?

Changes in China's economic policy tend not be communicated prior to implementation. What can we expect from China's stock market in response to any shifts?

The Fed Leaves Rates Unchanged: Our Analysis

Liz Ann Sonders and Kathy Jones analyze the latest signals from the Fed.

Japan's Long Comeback

The second-largest stock market has captured the interest of investors, supported by stronger, more broad-based earnings, and incentivized by Japan's fiscal and monetary policies.

The Fed Holds Steady with a Dovish Pivot

Kathy Jones discusses the Fed's latest decision and interviews former Fed economist Dr. Julia Coronado.

Market Outlook: What's in Store for 2024?

As we approach 2024, what can investors expect from the markets in the new year?

The View from Washington D.C.

Kathy Jones and Liz Ann Sonders discuss issues in Washington with Mike Townsend—and provide their weekly market outlook.

What's in the Inflation Reduction Act?

The $750 billion Inflation Reduction Act of 2022 aims to combat climate change and increase tax revenues. Here's what it could mean for you.