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Stay up to date on commentary related specifically to US markets.

market volatility government policy international sectors

Breadth Is Back: What's Powering Markets Beneath the Surface (With Dennis DeBusschere)

Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.

Markets and Economy

Rebound Effort: Stocks Rise Despite Amazon's Dive

Strength in the beaten-down tech sector gave early support today even as Amazon cratered 8% on worries about its spending plans. AI and chip stocks rose and bitcoin also rallied.

A Touch of Grey During Earnings Season So Far

Earnings results are shaping up to be quite solid this season, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions.

Markets and Economy

Fed Holds Rates Steady, Hints at Improved Economy

The federal funds rate will remain 3.5% to 3.75%. While the market still expects two rate cuts late this year, the Fed is likely to tread cautiously given the economic backdrop.

A Week of Whiplash: What’s Behind the Market’s Mood Swings?

Kathy Jones and Liz Ann Sonders discuss market volatility, tariffs, Greenland, Japanese bond yields, and some momentum toward precious metals.

Markets and Economy

Time of the Season … For Year-End Targets

Year-end S&P 500 price targets implicitly assume continuity and fail to recognize volatility and macro forces that affect markets throughout any given year.

Markets and Economy

The Bond Market in 2026: What Could Go Wrong?

We expect another generally good year for bond returns this year, but even the best-laid plans can go awry when circumstances change. Here are four risks to our outlook.

Government Policy

What Is the Debt Ceiling and Why Does It Matter?

What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.

Markets and Economy

Forward/Backward: 2025 Review With a Note on Venezuela

The capture of Venezuelan President Maduro has been digested well by global markets, which is in keeping with 2025’s theme of massive volatility and solid index-level returns.

Closing Thoughts on a Year of Uncertainty

At the end of 2025, Liz Ann Sonders and Kathy Jones assess the resiliency of the economy.

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