Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Market Commentary

Simple Indicators in a Complicated World

Market folklore provides an easy, but inaccurate guide for investing in today's interconnected and complex market. Indicators based on economic or market behavior may be preferred.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

What Matters in Residential Real Estate (With Dolly and Jenny Lenz)

Liz Ann Sonders discusses the state of the real estate market with famed agents Dolly Lenz and Jenny Lenz.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

How Do Muni Bond Credit Ratings Work?

Kathy Jones and Cooper Howard interview Jane Ridley from S&P Global about how municipal bonds are rated.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Earnings Season & High Demand for Corporate Bonds

How have Q4 corporate earnings fared so far, and what's behind the strong demand for investment-grade corporate bonds?

Market Commentary

Back in Black: S&P 500 Hits All-Time High

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: Kathy Jones & Liz Ann Sonders
On Investing

Key Signals from the Fed & How to Manage Risk

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 Earnings Loom After Strong 2023

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.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

What Can the Sahm Rule Tell Us About the Economy?

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

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Where's the Economy Headed: Soft Landing or Recession?

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