Markets and Economy

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

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Nvidia Earnings Ahead: AI Demand, Margins In-Focus

Investors will be looking for a read on hyperscaler AI spending, the impact of rising competition, and expansion to new growth areas in the chipmaker's upcoming Q3 earnings report.

Company Earnings

Q3 Retail Earnings Preview: Consumer Mood Darkens

Consumers are in a sour mood over inflation and jobs as major retailers prepare to report earnings and offer their outlooks for the holiday shopping period.

Markets and Economy

Market Snapshot | November 2025

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

Desert Song: Relying on Alt Data for Economic Pulse

While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.

International

What Happened to Germany's Spending Boom?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

Markets and Economy

How to Effectively Read the Fed's Beige Book

Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.

Better Days (for Earnings)

Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.

Company Earnings

Q3 Tech Earnings Preview: All Eyes on AI Spending

As major tech firms report this week and next, investors will focus on how much they're spending on AI. Cloud competition is also top of mind, along with early iPhone 17 sales.

International

Is It a Good Time to Consider Japanese Stocks?

Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.

Alternative Candidate(s) for Data During Shutdown

With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.

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