Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Market Commentary

While the S&P 500's all-time high hasn't been accompanied by other parts of the market (notably, small caps), further gains are possible if breadth firms up.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Liz Ann Sonders and Kathy Jones analyze new developments in the Fed's balance sheet and debate the role of risk in portfolio construction.
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Tech sector stocks gained more than 50% last year, fueled by AI and signs of improvement in the cloud and chip markets. Upcoming Q4 results could give investors clues into 2024.
Market Commentary

Bank loan income may decline if the Federal Reserve cuts interest rates. That doesn't mean investors should avoid them altogether, but it's important to understand the risks.

The election outcome is unlikely to change the status quo for the Taiwan Strait, U.S.-China relations, or global markets which have seemed to price in geopolitical risk.
On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Former Fed economist Claudia Sahm discusses the December jobs report and the potential for rate cuts this year.
Market Commentary

While headline payroll growth was relatively strong in December, weaker details under the surface continue to paint a mixed labor market picture.
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Market Outlook

Our current 10-year outlook highlights better opportunities for cash and bonds, primarily driven by higher starting yields, and a steady outlook for stocks.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Liz Ann Sonders and Kathy Jones recalibrate some of their 2024 forecasts, and Liz Ann interviews Hedgeye CEO Keith McCullough.