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（以下資訊只提供英文版本）
US Market Commentary
Fed Cuts Rates for the Third Time This Year
The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, Fed Chairman Powell hinted at a pause ahead, and there were several dissents.
December 10, 2025
2026 Outlook: U.S. Stocks and Economy
We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.
December 9, 2025
2026 Outlook: International Stocks and Economy
International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.
December 9, 2025
Sector Views: Monthly Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
December 5, 2025
Implications of a New Fed Chair Nominee
Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.
December 5, 2025
Economic Moats: Why They Matter
Learn how durable competitive advantages like scale, brand strength, and high switching costs can potentially help companies protect profits and market share over the long term.
December 3, 2025
2026 Outlook: Treasury Bonds and Fixed Income
Overall, we expect 2026 to be another good year of returns for bond investors, but the range of potential outcomes is wide.
December 3, 2025
Utilities Lose Defensive Touch as AI Ignites Rally
Thanks to AI-generated power demand, the utilities sector is losing its traditional defensive role. Is this a permanent move, or will utilities ultimately regain their place?
December 2, 2025
Stocks: Less Comfortably Numb
After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.
November 24, 2025
Are Transports Losing Their Barometer Status?
Amid tech competition and industry challenges, transports—long seen as an economic barometer—were outpaced by major indexes over the last year. Is the sector still a useful tool?
November 24, 2025
The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
November 21, 2025
Investors Eyeing Big Issues as Washington Reopens
As the government reopens, investors are watching for the Fed to make rate decisions, Congress to avoid another shutdown, and the Supreme Court to rule on the legality of tariffs.
November 20, 2025
Exchange-Traded Notes: The Facts and the Risks
Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as exchange-traded funds (ETFs), and they carry some important risks for investors.
November 20, 2025
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.
November 17, 2025
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.
November 13, 2025
Can You Really Live on a Cruise?
Making a home aboard an ocean liner may sound like a dream for some retirees, but what are the pros and cons of living a life on the seas?
November 12, 2025
Market Snapshot | November 2025
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
November 12, 2025
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.
November 10, 2025
Using Bonds Wisely in a Bull Market for Equities
The Fed is cutting interest rates, and the bull market in equities shows no signs of slowing. So where do bonds fit in your portfolio?
November 6, 2025
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.
November 3, 2025
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