US
Stay up to date on commentary related specifically to US markets.
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 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.
Time of the Season … For Year-End Targets
Year-end S&P 500 price targets implicitly assume continuity and fail to recognize volatility and macro forces that affect markets throughout any given year.
The Bond Market in 2026: What Could Go Wrong?
We expect another generally good year for bond returns this year, but even the best-laid plans can go awry when circumstances change. Here are four risks to our outlook.
What Is the Debt Ceiling and Why Does It Matter?
What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.
Forward/Backward: 2025 Review With a Note on Venezuela
The capture of Venezuelan President Maduro has been digested well by global markets, which is in keeping with 2025’s theme of massive volatility and solid index-level returns.
Closing Thoughts on a Year of Uncertainty
At the end of 2025, Liz Ann Sonders and Kathy Jones assess the resiliency of the economy.
Implications of a New Fed Chair Nominee
Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.
Stocks: Less Comfortably Numb
After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.
The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.