Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Considering the Risk of Stagflation & Uncertainty
Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.
Fed Holds Steady, Cites "Elevated Uncertainty"
The Fed held the federal funds rate steady and signaled two rate cuts this year, despite expecting inflation to remain elevated.
Market Correction: What Does It Mean?
What does a "correction" mean, what's likely to happen next, and what can investors do now?
Making International Great Again?
Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.
M&A Still on Hold Amid Policy Uncertainty
Though mergers and acquisitions were expected to roar back in 2025 thanks to the new administration, uncertainty around Washington policy appears to be holding back new deals.
Treasury Bonds: Why Are Yields Dropping?
Treasury yields have been falling for weeks. Yet inflation expectations remain high and recent growth data have been fairly strong—not a traditional backdrop for declining yields. What's happening?
The New Magnificent Seven?
We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.
Safe Haven From the Trade War?
Tariff policies have been announced and then subsequently rescinded or delayed–but not yet resolved. They may still hold the potential for market volatility.
Tariffs: Bark Worse Than Bite?
Markets responded positively during Trump's first week in office, despite threats of tariffs on the three largest trading partners of the U.S. Are trade risks being dismissed?
What's Ahead for China in 2025?
Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.