Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
How Much "Tech" Do You Own?
Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.
Midyear Outlook: The Fed & the U.S. Economy
Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.
Election Risk Returns
A top risk for investors, elections may see a shift from centrist to more populist policy that could slow exports, raise inflation, and increase volatility in the global markets.
Deficits, Debt and Markets: Myths vs. Realities
Historically, the level of U.S. debt has had no correlation with the performance of the stock or bond markets.
The Recession Has Ended
Europe's mild recession is over, with growth expected to continue. Valuations for eurozone stocks remain attractive, offering the potential for further price appreciation.
The Fed's Message: Patience and No Change in Interest Rate Policy
Kathy Jones and Liz Ann Sonders discuss this week's Fed meeting and the implications for investors.
Declaring Independence From the U.S.
Dollar strength resulting from central banks' independent policies on rate cuts is unlikely to be tampered by China's deflation or geopolitics.
With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth)
Kathy Jones interviews economist David Beckworth about the potential role of nominal GDP as an alternate target for the Fed.
Is the Market Still Climbing the Wall of Worry? (With Dr. Ed Yardeni)
Dr. Ed Yardeni sits down with Liz Ann to discuss the current economic cycle and the challenges ahead in the markets this year.
What Could Turn China Around?
Changes in China's economic policy tend not be communicated prior to implementation. What can we expect from China's stock market in response to any shifts?