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專家分享對美國及全球市場的觀點

成功投資源自掌握市場資訊,閱讀嘉信資深市場專家的見解,以緊貼股票市場的脈搏。

(以下資訊只提供英文版本)


US Market Commentary

On Investing with Kathy Jones & Liz Ann Sonders

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.
November 8, 2024
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Fed Cuts With a "Wait and See" Attitude

The Fed cut rates by 0.25%, with limited changes to the statement, while Powell's blunt "no" response about any coming political pressure to resign was headline grabbing.
November 7, 2024
Green shoot in snow

Something's Gotta Give

Business sentiment shows continuing decline; earnings estimates reflect robust growth. Can we expect more optimism post-election, despite policy uncertainties?
November 4, 2024
A yield curve on a traffic sign.

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.
October 31, 2024
woman looking at a computer

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.
October 28, 2024
On Investing with Kathy Jones & Liz Ann Sonders

Understanding Recent Volatility in the Bond Market

Kathy Jones and Collin Martin give an overview of recent developments in the bond markets. They cover corporate credit spreads, issuance, preferred securities, TIPS, and more.
October 25, 2024

5 Elements of a Smart Trade Plan

Find out why you should have a trade plan—and the five elements that may help you put it to work successfully.  
October 23, 2024

Q3 Tech Sector Earnings: Slower Growth Scrutinized

The tech sector approaches third-quarter earnings season in unusual territory, with investors worried about a slowdown in earnings growth over the last year. Margins loom large.
October 23, 2024
sailboat racer

Pivot to Fiscal Policy

Tighter fiscal policy in Europe and China may hinder the economic response to easing monetary policy, with a resulting shift in investors' focus.
October 21, 2024

Is the Two-Year-Old Bull Market 2 Legit 2 Quit?

This unique bull market is still young relative to history and, for now, supported by relatively healthy breadth and broadening participation.
October 14, 2024
On Investing with Kathy Jones & Liz Ann Sonders

Current Pros & Cons in the Market (With Paul Hickey)

Liz Ann Sonders and Paul Hickey of Bespoke Investment Group discuss the pros and cons in the current market environment.
October 11, 2024
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Bank Earnings Start as Lower Rate Impact Debated

After the Fed's 50-basis-point rate cut, big banks kick off earnings season amid fears that lower rates could hurt the net-interest income that propelled growth the last two years.
October 9, 2024

Is China Investable Again?

Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.
October 7, 2024
world flags

What Will Fed Rate Cuts Mean for the U.S. Dollar?

How will the U.S. dollar respond to Federal Reserve rate cuts? The factors that have supported a strong dollar for years remain largely intact.
October 3, 2024

Party in the USA: Election Facts

Historically, staying invested has been, in our view, an effective strategy and one to consider when it comes to election years and beyond.
September 30, 2024
On Investing with Kathy Jones & Liz Ann Sonders

Under-the-Surface Employment Indicators to Watch (With Doug Ramsey)

Liz Ann Sonders interviews Doug Ramsey of the Leuthold Group about the state of the economy and the markets.
September 27, 2024

2024 Elections: Big Bark, Little Bite

Policy, more likely to be dictated by economic circumstances, may not resemble generous populist proposals, which could limit their impact on stock markets.
September 23, 2024

Panic Is Not a Strategy—Nor Is Greed

Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
September 16, 2024
On Investing with Kathy Jones & Liz Ann Sonders

Before the Rate Cut, Our View of the Markets

Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?
September 13, 2024

What to Know About After-Hours Trading

What is after-hours trading? How does it work? Learn about the rules, risks, and benefits of extended-hours trading.
September 12, 2024

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