Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Government Policy content
Bond Insights
Treasury yields have been falling for weeks. Yet inflation expectations remain high and recent growth data have been fairly strong—not a traditional backdrop for declining yields. What's happening?
On Investing
Ivy Zelman and Liz Ann Sonders discuss the challenges in the housing market—and find a few reasons to be optimistic.
We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.
On Investing
Liz Ann Sonders speaks with Phil Mackintosh, chief economist at Nasdaq, about the labor force, the impact of AI, and valuations.
On Investing
Louis-Vincent Gave of Gavekal Research joins Liz Ann Sonders for a discussion on what was so unique about 2024—and China's role in the AI industry.
Tariff policies have been announced and then subsequently rescinded or delayed–but not yet resolved. They may still hold the potential for market volatility.
On Investing
Kathy Jones speaks with Dr. Richard Clarida, PIMCO's global economic advisor and former vice chairman of the Board of Governors of the Federal Reserve.
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
Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.