US

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

market volatility government policy international sectors

Smoke on the Water…Fire Under the Surface

Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.

Markets and Economy

With Assist from Crude, Stocks Stage Early Rally

Stocks edged up as crude prices dropped on hopes for protection of Persian Gulf shipping. War remains the focus, but February ADP jobs data improved and Broadcom reports later.

The Fed's Balancing Act for 2026 (With Claudia Sahm)

Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.

Cascade: AI's Latest Phase

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.

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.

Bonds

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.

Markets and Economy

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 But some argue this is an outdated way to set policy.

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.

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.

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