US

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

market volatility government policy international sectors

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.

Markets and Economy

Earnings Triple-Play, Fed Ahead as Rally Resumes

Chip shares led early and the S&P 500 is knocking on the door of 7,000. However, the dollar keeps sinking, oil rose, and investors await today's Fed meeting and mega-cap results.

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.

2026 Outlook: U.S. Stocks and Economy

We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.

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.

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