Markets and Economy

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

Trends in the Labor Market & More Tariffs (With Nela Richardson)

Nela Richardson of ADP Research breaks down the labor market data.

Treasury Bond Markets: Seeking Higher Ground

The combination of slowing economic growth and stubborn inflation, combined with uncertainty about U.S. tariff policy, is keeping investors cautious.

The Price You Pay: Valuation Evaluation

Amid a market correction and heightened policy, inflation and growth concerns, valuations are back in the spotlight.

Considering the Risk of Stagflation & Uncertainty

Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.

A Future Uncertain: Recession Coming?

Recession fears have risen sharply of late as economic soft data have rolled over, upping the risk that hard data start to catch down.

Market Correction: What Does It Mean?

What does a "correction" mean, what's likely to happen next, and what can investors do now?

Making International Great Again?

Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.

M&A Still on Hold Amid Policy Uncertainty

Though mergers and acquisitions were expected to roar back in 2025 thanks to the new administration, uncertainty around Washington policy appears to be holding back new deals.

The (Not So) Magnificent Seven?

Heightened economic uncertainty—propelled mainly by trade policy—has unearthed weakness in the equity market, with most pain felt under the market's surface.

The New Magnificent Seven?

We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.