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Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Promises: Tariffs Hit Markets

The Trump Administration's plans to put tariffs on imports from Canada, Mexico, and China have the potential to dent economic growth, boost inflation, and raise uncertainty.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Beyond Market Cap: Fundamental Indexing Explained (with Rob Arnott)

Liz Ann Sonders interviews Rob Arnott, founder of Research Affiliates, about how fundamental indexing works.
Bond Insights

Preferred Securities: Balancing Yield with Risk

Preferred securities' yields may be appealing, but they almost always come with additional risks.
Federal Reserve building

Fed Holds Steady, Keeps Door Open to Future Moves

After cutting rates at the past three meetings, it looks like the Federal Reserve has reached a plateau.
Bond Insights

Are Preferred Securities Still Attractive?

The higher yields they currently offer can be a benefit for income-oriented investors, but those yields reflect the additional risks they face.

Tariffs: Bark Worse Than Bite?

Markets responded positively during Trump's first week in office, despite threats of tariffs on the three largest trading partners of the U.S. Are trade risks being dismissed?
Commentary

Weekly Market Outlook

Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Markets React to a New Administration

Kathy Jones and Liz Ann Sonders discuss the policy proposals and legislation most likely to affect the markets in the coming weeks.
Commentary

Hard to Handle: A Look at Hard vs. Soft Data

Some soft data metrics have started to rebound sharply and catch back up to relatively resilient hard data, but it's too soon to say whether the gap is definitively closing.