Market Commentary

Timely takes on markets and the economy.

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Commentary

Hard to Handle: A Look at Hard vs. Soft Data

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.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Climate Shocks & the Muni Bond Market

Cooper Howard and Kathy Jones look at how climate events, like the fires in Los Angeles, could impact the municipal bond market.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Does the Resilient Economy Equal a Higher Potential Growth Rate?

Liz Ann Sonders and Kathy Jones examine why the economy continues to show resilience despite higher interest rates and inflation concerns.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

2025 Market Outlook: Fixed Income

As we approach 2025, what can investors expect from muni bonds, investment-grade corporate bonds, and the fixed income markets in the new year?

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

2025 Market Outlook: U.S. Stocks & Economy & Global Markets

As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

How Do You Build a Bond Portfolio?

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.

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Commentary

Choosing Municipal Bonds: GO or Revenue?

You're interested in investing in municipal bonds, but which type—general obligation or revenue—is best for you? We break it down.

Commentary

Breadth of Life: Post-Election Market Trends

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.

woman looking at a computer

You've Got to Earn It: Update on Earnings Season

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.