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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

Sectors

Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

January 08, 2026

Markets and Economy

Stocks Down, Yields Up

Climbing yields might help explain weakness in stocks after Trump raised deficit worries, calling for more defense spending. Defense companies rallied, and jobs data looms Friday.

January 08, 2026

Government Policy

Washington: What to Watch Now

The recent military action in Venezuela is top of mind as 2026 begins.

January 06, 2026

Markets and Economy

2025 Review With Note on Venezuela

The capture of Venezuelan President Maduro has been digested well by global markets, which is in keeping with 2025’s theme of massive volatility and solid index-level returns.

January 05, 2026

Market Volatility

What Is a Recession?

Understand how a recession is defined and how to avoid common investment mistakes during recession-driven stock market downturns.

December 17, 2025

2026 Market Outlook

As we approach 2026, what can investors expect from the equities market, fixed income, and the overall US economy in the new year?

December 12, 2025

Trading

Today's Options Market Update

Nathan Peterson
January 08, 2026

Looking to the Futures

Randy Todd
January 08, 2026

Weekly Trader's Outlook

Nathan Peterson
January 02, 2026

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

Markets and Economy

2025 Review With Note on Venezuela

Closing Thoughts on 2025

Market Volatility

What Is a Recession?

International stocks and economy

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

Michelle Gibley

Markets and Economy

Perspective: 2026 Outlook

International

2026 International Outlook

International

German Stimulus: What's Next?

International

Why Consider Japanese Stocks?

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

Closing Thoughts on 2025

Markets and Economy

Perspective: 2026 Outlook

2026 Market Outlook

Markets and Economy

Fed Cuts Interest Rates

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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