Markets and Economy

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

2025 Market Outlook: U.S. Stocks & Economy & Global Markets

As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?

2025 U.S. Stocks and Economy Outlook

The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.

2025 Treasury Bonds and Fixed Income Outlook

The bond market is caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels.

2025 Global Outlook: Clearing the Hurdles

International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.

Choosing Municipal Bonds: GO or Revenue?

You're interested in investing in municipal bonds, but which type—general obligation or revenue—is best for you? We break it down.

Breadth of Life: Post-Election Market Trends

Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.

TIPS and Inflation: What to Know Now

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

Five Investing Impacts of a Trade War

Market reactions to a potential trade war may be less extreme than anticipated by investors, although volatility is likely during trade negotiations.

Is the Next Temperamental Era Upon Us?

The period from the 1960s to the 1990s defined by record-setting inflation and big swings in GDP bears a striking resemblance to the current environment.

Optimism Improves Ahead of Q3 Retail Earnings

Recent data, early results, and a relatively firm economy point toward possible improvement in Q3 retail earnings as Walmart, Target, and other big-box stores prepare to report.