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Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Market Commentary

It's Time … For a Fed Pivot

Investors should be careful what they wish for in hoping for an aggressive Fed rate cutting cycle, given stocks tend to do better when cuts are slow and steady.
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Bond Insights

High-Yield Bonds: Are They Attractive Now?

High-yield bonds have been one of the best-performing bond investments so far this year, but there may be better entry points down the road.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

The Fed at Jackson Hole & Revised Employment Data

Liz Ann Sonders and Kathy Jones discuss the Federal Reserve’s annual conference at Jackson Hole and the annual payrolls benchmark revision.
Market Commentary

Songs of Experience: Reminiscences of a Strategist

It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Recent Market Volatility & the Role of Fixed Income

Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.
Bond Insights

Bond Market: Shaken, Not Stirred

Bond prices whipsawed over the past month as volatility spiked across markets. What's next for fixed income markets?
Market Commentary

Carry Trade Unwind: Is It Really Over?

Having been warned about the risk, investors now ask if the yen carry trade unwind is complete. Here's how far it might still go.
Onward Archive

What's in the Fed's Toolbox?

What the Fed's monetary-policy tools signal about the market.
Market Outlook

The Next Episode for Jobs, Inflation, and the Fed

The softening trends in both inflation and labor data are sending a message that monetary policy is too restrictive.