US
Stay up to date on commentary related specifically to US markets.
US content
Market Outlook
We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.
On Investing
Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.
Bond Insights
We continue to suggest an up-in-quality fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.
Market Outlook
Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.
After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.
Washington Watch
What is RIA Washington Watch?
Every quarter, RIA Washington Watch brings you the most up-to-date information on registered investment advisor news and policy changes to help your firm make informed decisions.
This report is current as of November 24, 2025
On Investing
Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
Bond Insights
Answers to questions investors are currently asking about Treasury bonds, tax policy, credit quality and other issues currently affecting fixed income investments.
On Investing
Mike Townsend joins the show to discuss the political implications of the recent government shutdown and how it might affect the markets.