US
Stay up to date on commentary related specifically to US markets.
What's Going On…With Inflation
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
'Muddiness' & Uncertainty in the Markets (With Cameron Dawson)
Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.
How Will Tariffs & Debt Affect the Economy?
How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?
Why Does Sentiment Not Match Hard Data?
Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.
No Hard Feelings: Soft vs. Hard Divide Persists
There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.
Navigating the 'Funky' Market Environment (With Helene Meisler)
Longtime market technician Helene Meisler joins Liz Ann Sonders to explore market trends, sentiment, and volatility, offering insights on the evolving investing landscape.
Why Are Munis Attractive Right Now?
Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.
Hate It or Love It: Sentiment's Message
The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.
Should the Fed Focus on Inflation or Unemployment?
Kathy Jones and Collin Martin break down the Fed's current predicament and what the future might hold for interest rates.
Is Confidence Eroding in U.S. Investability? (With Dario Perkins)
Liz Ann Sonders and Dario Perkins of TS Lombard discuss the potential for a recession, the labor market, the Fed's next move, and more.