Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results

"Yen-Carry" Anniversary Nears, but Worries Fade

Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.

On Investing: With Liz Ann Sonders & Collin Martin
On Investing

How Will Tariffs & Debt Affect the Economy?

How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?

On Investing: With Liz Ann Sonders & Collin Martin
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: With Liz Ann Sonders & Collin Martin
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.

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.

On Investing: With Liz Ann Sonders & Collin Martin
On Investing

Why Are Munis Attractive Right Now?

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

On Investing: With Liz Ann Sonders & Collin Martin
On Investing

Should the Fed Focus on Inflation or Unemployment?

Kathy Jones and Collin Martin break down the Fed's current predicament and what the future might hold for interest rates.