Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Q1 Bank Earnings Preview: High Expectations
Analysts expect a lot from banks this earnings season, but investors may want to focus more on forward guidance and executives' comments in this uncertain economic environment.
Inside Today's Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)
ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.
Owning vs. Hoping: Gambling Isn’t Investing
Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.
Gambler's Blues: Betting Isn't Investing
Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.
Sector Pulse: Staples Defying "Haven" Reputation
During geopolitical strife, some investors seek possible stability in consumer staples. Despite their reputation, staples underperformed the broader market after the Iran war began.
What Is Guidance and How Should Investors React?
Many public companies regularly provide earnings guidance, and it often moves shares. What is guidance, why do companies share it, and how should investors monitor it and react?
Earnings on Speed Dial: Why Quarterly Calls Matter
A company's earnings call gives investors a ringside seat, providing insights and perspective that go beyond the numbers. Here's how they work and what to listen for.
Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals
Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.
Dire Strait: War's Impact on Stocks
A properly functioning Strait of Hormuz holds the keys to clarity around the growth, inflation, and market shock that has stemmed from the war in the Middle East.
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.