Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
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.
Don’t Let Headline Drama Disrupt Your Portfolio
Headlines are meant to grab attention, not to provide investing advice. So how can you separate urgency from noise in order to make strategic decisions for your portfolio?
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.
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.
Emerging Markets: AI Opportunity and AI Risk
Technology has become a major driver of emerging-market stock performance.
2026 Outlook: International Stocks and Economy
International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.
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.
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.
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.
Investors Eyeing Big Issues as Washington Reopens
As the government reopens, investors are watching for the Fed to make rate decisions, Congress to avoid another shutdown, and the Supreme Court to rule on the legality of tariffs.