Market Commentary

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Market Commentary

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Market reactions to a potential trade war may be less extreme than anticipated by investors, although volatility is likely during trade negotiations.

AI chip-leader Nvidia reports Wednesday after recent guidance from cloud providers suggests the demand powering its shares could continue. Its own guidance, however, could be key.
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Washington Watch

Republicans won the White House, Senate and House of Representatives in the 2024 U.S. election. Here’s a look at the policies that could affect markets.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.
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Business sentiment shows continuing decline; earnings estimates reflect robust growth. Can we expect more optimism post-election, despite policy uncertainties?
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

After a year of podcast episodes, Liz Ann Sonders and Kathy Jones review some memorable moments and reflect on what's changed in this unique cycle.
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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.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Kathy Jones and Collin Martin give an overview of recent developments in the bond markets. They cover corporate credit spreads, issuance, preferred securities, TIPS, and more.
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Tighter fiscal policy in Europe and China may hinder the economic response to easing monetary policy, with a resulting shift in investors' focus.