Markets and Economy

Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

Q2 Bank Earnings Preview: Hawkish Fed Pivot Eyed

The Fed's recent shift into a more hawkish mode creates concern about banking profits later this year, but second-quarter results are seen strong thanks to IPOs, mergers.

Weekly Trader's Outlook

Stocks had a volatile week, but are on track for weekly gains, as investors overlook a flare-up in the Iran conflict in favor of Q2 earnings optimism.

Market Snapshot | July 2026

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

Great Moderation Era: Drift(ing) Away

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.

Looking to the Futures

September Oat Futures (/ZOU26) have found a consolidative price floor as ample supply meets subdued demand.

What Is Deflation? Definition, Causes, Examples

Deflation is a broad drop in prices that can slow consumer spending, hurt corporate profits, and reduce economic growth. Learn what causes it and how it can impact markets.

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

2 Minutes on the Markets | U.S. Insights

What's ahead for the U.S. stock market and economy in the second half of 2026? SCFR's Chief Investment Strategist Liz Ann Sonders shares her insights.

What Is Inflation? How It Works and Why It Matters

Inflation is a broad rise in the prices of goods and services over time that reduces purchasing power. Learn what causes it, how it's measured, and why it matters to investors.

What Is Stagflation? Causes, Examples, and Impact

Stagflation is a mix of high inflation, weak economic growth, and rising unemployment. Learn what causes it, how it affects markets, and what it can mean for investors.