Government Policy

Understand how policy decisions coming out of Washington may impact financial markets and your investments.

Before the Rate Cut, Our View of the Markets

Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?

Rate Cuts Support a Brighter 2025

Given the backdrop of monetary policy stimulus, the global economy is poised for growth and international stocks for continued leadership.

Focus on Labor: The History & Importance of Employment Data

Liz Ann Sonders and Kathy Jones explain why different employment metrics are vital to understanding the health of the economy.

Recent Market Volatility & the Role of Fixed Income

Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.

What Past Fed Rate Cycles Can Tell Us

Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Still, investors instead need to examine what factors are driving the Fed now.

Carry Trade Unwind: Is It Really Over?

Having been warned about the risk, investors now ask if the yen carry trade unwind is complete. Here's how far it might still go.

What's in the Fed's Toolbox?

What the Fed's monetary-policy tools signal about the market.

Trade War 2.0: Should Investors Prepare?

Potential for another trade war fueled by a rise in global protectionist policies has investors revisiting the potential impact on stocks, inflation, and economic growth.

Q2 Surprises and What Could Surprise in Q3

Discover what surprised markets in the second quarter of 2024 and understand the potential drivers of volatility for the third quarter.

Potential Rate Cuts and the Path to Sustainable Growth (With Joe Brusuelas)

Kathy Jones interviews economist Joe Brusuelas from RSM about the pace of growth in the economy and what keeps him up at night.