US
Stay up to date on commentary related specifically to US markets.
2025 Market Outlook: U.S. Stocks & Economy & Global Markets
As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?
2025 U.S. Stocks and Economy Outlook
The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.
2025 Treasury Bonds and Fixed Income Outlook
The bond market is caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels.
Breadth of Life: Post-Election Market Trends
Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.
TIPS and Inflation: What to Know Now
Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
Navigating Post-Election Market Dynamics
Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.
You've Got to Earn It: Update on Earnings Season
Earnings season is shaping up to be relatively strong so far, but the market will likely continue to shift focus to an increasingly murky sales picture.
Understanding Recent Volatility in the Bond Market
Kathy Jones and Collin Martin give an overview of recent developments in the bond markets. They cover corporate credit spreads, issuance, preferred securities, TIPS, and more.
Current Pros & Cons in the Market (With Paul Hickey)
Liz Ann Sonders and Paul Hickey of Bespoke Investment Group discuss the pros and cons in the current market environment.
What Will Fed Rate Cuts Mean for the U.S. Dollar?
How will the U.S. dollar respond to Federal Reserve rate cuts? The factors that have supported a strong dollar for years remain largely intact.