Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
Answers to questions investors are currently asking about Treasury bonds, tax policy, credit quality and other issues currently affecting fixed income investments.
While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.
German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.
Find Market Commentary content
The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
Fixed Income: Frequently Asked Questions
What Is a Bond? Understanding Bond Types and How They Work
After the Shutdown: Markets, Policy & the Wall of Worry
Desert Song: Relying on Alt Data for Economic Pulse
Making Sense of the Economy in a Data Desert
What Happened to Germany's Spending Boom?
The Fed’s Balance Sheet Takes Center Stage (With David Beckworth)
Muni Bonds: Where Are the Potential Opportunities?