Government Policy

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

Early Impacts of the Trade War

Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.

Weak Dollar Is No Silver Lining as Firms Face Tariffs

The U.S. dollar hit 3-year lows after tariff "liberation day," and a weak greenback often aids U.S. companies with big overseas sales. That may not happen now as the trade war simmers.

Tariff Two-Step: What to Watch as Earnings Begin

Earnings season begins with companies adjusting on the fly to tariffs. This could give investors insight into strategies firms are taking and how businesses might be affected.

Making Sense of Recent Market Volatility

After a turbulent few days in the market, what strategies should investors consider?

Relative Winners in a Trade War

While there are no absolute winners in a trade war, there may be relative winners in the global stock market for investors to consider.

Trends in the Labor Market & More Tariffs (With Nela Richardson)

Nela Richardson of ADP Research breaks down the labor market data.

Considering the Risk of Stagflation & Uncertainty

Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.

Market Correction: What Does It Mean?

What does a "correction" mean, what's likely to happen next, and what can investors do now?

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.

Recent Questions From Investors

Liz Ann Sonders and Kathy Jones answer recent questions from investors, covering topics such as tariffs, bond yields, the Federal Reserve, and more.