Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results
On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Why Does Sentiment Not Match Hard Data?

Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.

No Hard Feelings: Soft vs. Hard Divide Persists

There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Navigating the 'Funky' Market Environment (With Helene Meisler)

Longtime market technician Helene Meisler joins Liz Ann Sonders to explore market trends, sentiment, and volatility, offering insights on the evolving investing landscape.

man and woman looking at a laptop at a table at a restaurant
Bond Insights

Understanding Mortgage-Backed Securities Investing

Residential mortgage-backed securities, or MBS, are a big part of the securitized investment market. Here's what to know about MBS investing.

Bond Insights

Buying a Muni Below Par? Reasons to Think Twice

Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

What Is a Tariff and How Does It Work?

Tariffs have long been part of U.S. economic policy, but big changes can disrupt markets and trade. Here's a quick overview of some questions investors may have.

Why International and Why Now

The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Why Are Munis Attractive Right Now?

Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.

Hate It or Love It: Sentiment's Message

The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.