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Market Commentary

Get our experts' perspective on recent market trends and what they could mean for your investment portfolio.

The latest commentary

Markets and Economy

Stocks Flat After Jobs Data

In a riddle for the Fed, layoffs rose in November but weekly jobless claims fell to three-year lows. Stocks were flat ahead of Friday's PCE prices data and next week's Fed meeting.

December 04, 2025

Bonds

2026 Fixed Income Outlook

Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.

December 03, 2025

Government Policy

Washington: What to Watch Now

Congress returns to Washington for a three-week sprint to the end of the year.

December 02, 2025

US

Stocks: Less Comfortably Numb

After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.

November 24, 2025

The Confidence Map

Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.

November 21, 2025

Bonds

Fixed Income: FAQs

Answers to questions investors are currently asking about Treasury bonds, tax policy, credit quality and other issues currently affecting fixed income investments.

November 20, 2025

Trading

Today's Options Market Update

Nathan Peterson
December 04, 2025

Looking to the Futures

Randy Todd
December 04, 2025

Weekly Trader's Outlook

Nathan Peterson
November 21, 2025

US stocks and economy

Chief Investment Strategist Liz Ann Sonders and Senior Investment Strategist Kevin Gordon on what's driving equity markets now

Liz Ann Sonders and Kevin Gordon

Markets and Economy

Market Snapshot

US

Stocks: Less Comfortably Numb

The Confidence Map

Markets and Economy

Perspective: Seeking Direction

International stocks and economy

Director of International Research Michelle Gibley's take on the crosscurrents affecting international markets

Michelle Gibley

Markets and Economy

Perspective: Seeking Direction

International

German Stimulus: What's Next?

International

Why Consider Japanese Stocks?

International

The Delayed Impact of Tariffs

Fixed income

Chief Fixed Income Strategist Kathy Jones and strategists Collin Martin and Cooper Howard on the latest developments in fixed income and currency markets

Kathy Jones, Collin Martin, and Cooper Howard

Bonds

2026 Fixed Income Outlook

The Confidence Map

Bonds

Fixed Income: FAQs

Markets and Economy

Perspective: Seeking Direction

Government affairs

Legislative and Regulatory Affairs Managing Director Michael Townsend on what matters most to markets and individual investors 

Investors Eyeing Big Issues

As the government reopens, investors are watching for the Fed to make rate decisions, Congress to avoid another shutdown, and the Supreme Court to rule on the legality of tariffs.

November 20, 2025 • Michael Townsend

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