Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
2025 Global Outlook: Clearing the Hurdles
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
Breadth of Life: Post-Election Market Trends
Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.
TIPS and Inflation: What to Know Now
Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
Five Investing Impacts of a Trade War
Market reactions to a potential trade war may be less extreme than anticipated by investors, although volatility is likely during trade negotiations.
Is the Next Temperamental Era Upon Us?
The period from the 1960s to the 1990s defined by record-setting inflation and big swings in GDP bears a striking resemblance to the current environment.
Optimism Improves Ahead of Q3 Retail Earnings
Recent data, early results, and a relatively firm economy point toward possible improvement in Q3 retail earnings as Walmart, Target, and other big-box stores prepare to report.
Navigating Post-Election Market Dynamics
Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.
Something's Gotta Give
Business sentiment shows continuing decline; earnings estimates reflect robust growth. Can we expect more optimism post-election, despite policy uncertainties?
What Is the Treasury Yield Curve?
The Treasury yield curve is an important economic indicator that, depending on its shape, can signal changes in market expectations and provide economic insight.
You've Got to Earn It: Update on Earnings Season
Earnings season is shaping up to be relatively strong so far, but the market will likely continue to shift focus to an increasingly murky sales picture.