US
Stay up to date on commentary related specifically to US markets.
Jobs Data, Fed Patience & AI's Next Market Shock
Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.
Major Indexes Pare Losses as January CPI is Muted
Major indexes vacillated as the Consumer Price Index landed below expectations at 0.2%. The reading may be 'well received' by Fed members worried about inflation.
Where Should the Fed Set Rates? Ask Taylor
As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
Fixed Income Market: Anchor in a Stormy Sea
While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.
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.
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.
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.
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.
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.