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(以下資訊只提供英文版本)
US Market Commentary
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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?
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.
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