Markets and Economy

Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

Stocks at 3-Month Lows Awaiting PCE, Job Openings

Blistering rallies in crude and yields sent the S&P 500 to its lowest close since November on Thursday. PCE and job openings data, along with sentiment, all are due today.

Weekly Trader's Outlook

Major indices are on track for the third straight week of losses as the U.S./Iran conflict continues to dominate headlines and weigh on investor confidence.

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

Iran War: Potential Impact on Global Equities

The worsening energy shock from the Iran War has raised risks of a more severe crisis. It may resolve quickly, but the longer it persists, the larger the possible economic damage. Asia and Europe are most vulnerable.

Market Snapshot | March 2026

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

Fed Watch: Can AI Productivity Gain Cut Inflation?

Fed Chair Nominee Kevin Warsh sees AI-fueled productivity keeping inflation down while also helping the economy grow. This theory isn't universally accepted, even at the Fed.

A Career in Investing: Kathy Jones' Parting Thoughts on the Markets

As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.

Smoke on the Water…Fire Under the Surface

Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.

The Fed's Balancing Act for 2026 (With Claudia Sahm)

Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.

Less Magnificent: Why Mega-Caps Limp Post-Results

Magnificent Seven stocks stumbled after Q4 earnings, continuing a trend and hurting the broad market. Reasons are varied and not likely ending soon, so investor focus is shifting.