Some soft data metrics have started to rebound sharply and catch back up to relatively resilient hard data, but it's too soon to say whether the gap is definitively closing.
Kathy Jones and Cooper Howard discuss how to build a bond portfolio, which bonds are suitable for retirees, and other aspects of fixed income investing.
Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.
Earnings season is shaping up to be relatively strong so far, but the market will likely continue to shift focus to an increasingly murky sales picture.
Find Market Commentary content
Hard to Handle: A Look at Hard vs. Soft Data
Climate Shocks & the Muni Bond Market
Does the Resilient Economy Equal a Higher Potential Growth Rate?
2025 Market Outlook: Fixed Income
2025 Market Outlook: U.S. Stocks & Economy & Global Markets
How Do You Build a Bond Portfolio?
Choosing Municipal Bonds: GO or Revenue?
Breadth of Life: Post-Election Market Trends
You've Got to Earn It: Update on Earnings Season