Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Navigating the Global Earnings Boom
The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.
Market Snapshot | July 2026
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
Great Moderation Era: Drift(ing) Away
The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.
What Is Deflation? Definition, Causes, Examples
Deflation is a broad drop in prices that can slow consumer spending, hurt corporate profits, and reduce economic growth. Learn what causes it and how it can impact markets.
2 Minutes on the Markets | U.S. Insights
What's ahead for the U.S. stock market and economy in the second half of 2026? SCFR's Chief Investment Strategist Liz Ann Sonders shares her insights.
What Is Inflation? How It Works and Why It Matters
Inflation is a broad rise in the prices of goods and services over time that reduces purchasing power. Learn what causes it, how it's measured, and why it matters to investors.
What Is Stagflation? Causes, Examples, and Impact
Stagflation is a mix of high inflation, weak economic growth, and rising unemployment. Learn what causes it, how it affects markets, and what it can mean for investors.
2026 Mid-Year Outlook: Municipal Bonds
In our view, municipal bonds may offer attractive tax-efficient income potential, though elevated supply, an uncertain rate backdrop, and issuer dispersion may pose risks.
Stocks That Own Stocks: Know What You're Getting
More companies, particularly in tech, are buying shares in other companies. What's behind this strategy, and what should investors know when they invest?