Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Bond Insights

Federal Reserve: On the Road Again

While the pace of Federal Reserve cuts is in question, all roads lead to lower interest rates.

Market Commentary

Rate Cuts Support a Brighter 2025

Given the backdrop of monetary policy stimulus, the global economy is poised for growth and international stocks for continued leadership.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Focus on Labor: The History & Importance of Employment Data

Liz Ann Sonders and Kathy Jones explain why different employment metrics are vital to understanding the health of the economy.

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Bond Insights

High-Yield Bonds: Are They Attractive Now?

High-yield bonds have been one of the best-performing bond investments so far this year, but there may be better entry points down the road.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

The Fed at Jackson Hole & Revised Employment Data

Liz Ann Sonders and Kathy Jones discuss the Federal Reserve’s annual conference at Jackson Hole and the annual payrolls benchmark revision.

Bond Insights

Five Reasons Munis May Offer Shelter in Recession

Although we think it's too early to declare the economy is in a recession, risk is elevated. For investors who are concerned about a recession, municipal bonds may help buffer a portfolio.

Market Commentary

Songs of Experience: Reminiscences of a Strategist

It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Recent Market Volatility & the Role of Fixed Income

Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.

Bond Insights

Bond Market: Shaken, Not Stirred

Bond prices whipsawed over the past month as volatility spiked across markets. What's next for fixed income markets?