Market Commentary
What Will Fed Rate Cuts Mean for the U.S. Dollar?
How will the U.S. dollar respond to Federal Reserve rate cuts? The factors that have supported a strong dollar for years remain largely intact.
On Investing
Making Sense of the Current Economic Cycle
Kathy Jones and Liz Ann Sonders examine the current rate-cutting environment in the context of previous economic cycles.
Party in the USA: Election Facts
Historically, staying invested has been, in our view, an effective strategy and one to consider when it comes to election years and beyond.
On Investing
Under-the-Surface Employment Indicators to Watch (With Doug Ramsey)
Liz Ann Sonders interviews Doug Ramsey of the Leuthold Group about the state of the economy and the markets.
Market Commentary
2024 Elections: Big Bark, Little Bite
Policy, more likely to be dictated by economic circumstances, may not resemble generous populist proposals, which could limit their impact on stock markets.
On Investing
What the Fed Rate Cut Means (With Claudia Sahm)
Kathy Jones and Liz Ann Sonders analyze the market's reaction to the Fed's 50 bps rate cut.
On Investing
Before the Rate Cut, Our View of the Markets
Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?
Market Commentary
Rate Cuts Support a Brighter 2025
Given the backdrop of monetary policy stimulus, the global economy is poised for growth and international stocks for continued leadership.
On Investing
Focus on Labor: The History & Importance of Employment Data
Liz Ann Sonders and Kathy Jones explain why different employment metrics are vital to understanding the health of the economy.
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.
On Investing
Recent Market Volatility & the Role of Fixed Income
Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.
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.