Emerging market (EM) countries are often generalized as all the same and driven by commodity prices. The reality can be very different. Here's what you should know about EM stocks now.
Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
The One Big Beautiful Bill being debated in Congress has huge implications for every taxpayer as well as the markets. What’s in the bill, and what will it mean for investors?
Find Market Commentary content
Benefits of Emerging Markets Diversification
Debt, Deficits & One Big Beautiful Bill
Congress Approves Massive Tax and Spending Bill
Energy: Global Excess or Shortage of Power?
The Markets Shrug at Geopolitics, for Now
What's Going On…With Inflation
One Big Beautiful Bill: Implications for Investors
Supply Chain Messages About the Trade War
'Muddiness' & Uncertainty in the Markets (With Cameron Dawson)