Markets and Economy

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

Where Should the Fed Set Rates? Ask Taylor

As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.

Fixed Income Market: Anchor in a Stormy Sea

While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.

Geopolitical Risk is Evolving: What You Should Know

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.

Breadth Is Back: What's Powering Markets Beneath the Surface (With Dennis DeBusschere)

Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.

A Touch of Grey During Earnings Season So Far

Earnings results are shaping up to be quite solid this season, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions.

Don’t Let Headline Drama Disrupt Your Portfolio

Headlines are meant to grab attention, not to provide investing advice. So how can you separate urgency from noise in order to make strategic decisions for your portfolio?

Q4 Tech Earnings Preview: The Great Divergence

Info tech earnings continue with Nvidia and Alphabet on deck. Surging memory stocks, beleaguered software industry in focus as investors probe for signs of an AI inflection point.

Fed Holds Rates Steady, Hints at Improved Economy

The federal funds rate will remain 3.5% to 3.75%. While the market still expects two rate cuts late this year, the Fed is likely to tread cautiously given the economic backdrop.

A Week of Whiplash: What’s Behind the Market’s Mood Swings?

Kathy Jones and Liz Ann Sonders discuss market volatility, tariffs, Greenland, Japanese bond yields, and some momentum toward precious metals.

Q4 Tech Earnings Preview: Leaders, Laggards Shift

Results from tech titans including Microsoft and Apple are on tap soon. Focus remains on cloud growth and spending after some stocks were punished for raising Cap-Ex last quarter.