Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Market Outlook

2025 Global Outlook: Clearing the Hurdles

International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.

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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.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Uncertainty Around Future Policy

Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.

Bond Insights

TIPS and Inflation: What to Know Now

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

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Five Investing Impacts of a Trade War

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

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Washington Watch

Trump Wins: Implications for Key Policy Issues

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: Kathy Jones & Liz Ann Sonders
On Investing

Navigating Post-Election Market Dynamics

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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Something's Gotta Give

Business sentiment shows continuing decline; earnings estimates reflect robust growth. Can we expect more optimism post-election, despite policy uncertainties?