Markets and Economy

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

Fed Shifts to Hawkish Tune, But Keeps Rates Steady

The Federal Reserve left rates unchanged in Kevin Warsh's first meeting as chair, but a hawkish policy statement and economic projections raise the odds of a rate hike this year.

Fixed Income

2026 Mid-Year Outlook: Municipal Bonds

In our view, municipal bonds may offer attractive tax-efficient income potential, though elevated supply, an uncertain rate backdrop, and issuer dispersion may pose risks.

Company Earnings

Stocks That Own Stocks: Know What You're Getting

More companies, particularly in tech, are buying shares in other companies. What's behind this strategy, and what should investors know when they invest?

International

2026 Mid-Year Outlook: Global Equity

Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.

Market Volatility

Chip Stocks Plunge, Putting Wall Street on Defense

The roaring chip sector fell sharply Friday, pushing down the entire market in a bruising session. The impetus was rate worries after solid jobs data, along with Broadcom guidance.

Fixed Income

2026 Mid-Year Outlook: Taxable Fixed Income

For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.

Bad Vibes Appear No Match for This Bull Market

Counted out after a negative first quarter, the bull market roared back in April and May. Can earnings keep feeding this bull? And what could slow it down?

Markets and Economy

2026 Mid-Year Outlook: U.S. Stocks and Economy

Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.

Markets and Economy

Consumer, Crypto Concerns Don't Halt New Highs

Stocks continue to forge new highs but face potential headwinds amid seasonal challenges, a narrow equity risk premium, and falling consumer confidence.

Markets and Economy

Warsh Settles In as Yields Hit Historic High

Kevin Warsh officially takes the reins at the Federal Reserve, facing challenges ahead as yields surge. Elsewhere bitcoin battles resistance and software bounces back.

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