US
Stay up to date on commentary related specifically to US markets.
Implications of a New Fed Chair Nominee
Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.
Risk Appetite Sags, Stocks Dip Ahead of PCE, Fed
Stock futures dip as focus turns to consumer sentiment and shutdown-delayed PCE data ahead of next week's Fed rate decision.
2026 Outlook: Treasury Bonds and Fixed Income
Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.
Stocks: Less Comfortably Numb
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.
The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
Desert Song: Relying on Alt Data for Economic Pulse
While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.
How to Effectively Read the Fed's Beige Book
Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.
Fed Cuts Rates for the Second Time This Year
The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, dissenting votes may cloud the path forward.
Better Days (for Earnings)
Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.
Alternative Candidate(s) for Data During Shutdown
With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.