Market Commentary

Timely takes on markets and the economy.

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How to Build a Bond Portfolio

From "how" to "why now," here are four things investors should understand about bond investing.

Good Times Bad Times: 2025's Leadership Shifts

The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.

OnInvesting with Kathy Jones & Liz Ann Sonders
On Investing

Parsing the Latest Inflation Numbers

Kathy Jones and Liz Ann Sonders analyze the latest inflation data, stagnation in the housing market, and other economic trends.

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Bond Insights

When to Consider Munis From Outside Your Home State

Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.

Benefits of Emerging Markets Diversification

Emerging market (EM) countries are often generalized as all the same and driven by commodity prices. The reality can be very different. Here's what you should know about EM stocks now.

On Investing logo
On Investing

Debt, Deficits & One Big Beautiful Bill

Kathy Jones and Liz Ann Sonders discuss the latest tariff news and the implications of the recently passed "One Big Beautiful Bill."

Energy: Global Excess or Shortage of Power?

Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.

On Investing logo
On Investing

The Markets Shrug at Geopolitics, for Now

Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.

What's Going On…With Inflation

Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.