Market Commentary

Timely takes on markets and the economy.

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Bond Insights

Treasury Bond Markets: Seeking Higher Ground

The combination of slowing economic growth and stubborn inflation, combined with uncertainty about U.S. tariff policy, is keeping investors cautious.

The Price You Pay: Valuation Evaluation

Amid a market correction and heightened policy, inflation and growth concerns, valuations are back in the spotlight.

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On Investing

Avoiding Unforced Errors in Investing (With Barry Ritholtz)

Liz Ann Sonders sits down with Barry Ritholtz for a discussion about common mistakes and how not to invest.

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On Investing

Considering the Risk of Stagflation & Uncertainty

Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.

A Future Uncertain: Recession Coming?

Recession fears have risen sharply of late as economic soft data have rolled over, upping the risk that hard data start to catch down.

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On Investing

Is Recession on the Horizon?

Liz Ann Sonders and Kevin Gordon analyze the dynamics and indicators that might indicate a recession is looming.

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On Investing

Recent Questions From Investors

Liz Ann Sonders and Kathy Jones answer recent questions from investors, covering topics such as tariffs, bond yields, the Federal Reserve, and more.

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On Investing

Headwinds & Tailwinds in the Housing Market (With Ivy Zelman)

Ivy Zelman and Liz Ann Sonders discuss the challenges in the housing market—and find a few reasons to be optimistic.

Sector Views

Stock Sectors: What Are They? How Are They Used?

Here are key facts to know about equity sectors—what they are, what they do, and how stock sectors can be used in investing.