Market Commentary

Timely takes on markets and the economy.

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Tariffs: Is the Worst Behind or Ahead of Us?

Stocks are near record highs despite rising U.S. tariffs. Why have markets seemed to shrug off tariffs lately, and will it last?

OnInvesting with Kathy Jones & Liz Ann Sonders
On Investing

Trends in the Credit Markets

Kathy Jones and Collin Martin explore leveraged loan market dynamics, recent issuance trends, and TIPS as an inflation hedge.

Commentary

How to Build a Bond Portfolio

From "how" to "why now," here are four things investors should understand about bond investing.

OnInvesting with Kathy Jones & Liz Ann Sonders
On Investing

Parsing the Latest Inflation Numbers

Kathy Jones and Liz Ann Sonders analyze the latest inflation data, stagnation in the housing market, and other economic trends.

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

Debt, Deficits & One Big Beautiful Bill

Kathy Jones and Liz Ann Sonders discuss the latest tariff news and the implications of the recently passed "One Big Beautiful Bill."

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

The Markets Shrug at Geopolitics, for Now

Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.

Supply Chain Messages About the Trade War

What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.

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

'Muddiness' & Uncertainty in the Markets (With Cameron Dawson)

Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.

"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.