Stay up to date on commentary related specifically to US markets.

"Soft" Data Hits Hard: Why Does Sentiment Matter?

University of Michigan Consumer Sentiment is a so-called "soft" report, not reflecting "hard" data like GDP or CPI. It moved markets recently, so how much attention should investors pay?

Dominoes: Recessions' History Guide

Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.

Why Is the U.S. Dollar Declining?

Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.

The State of Rates and the Bond Market During Uncertainty

Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.

Upside Down(side): Markets' Wild Rides

Markets have had a wild ride these past couple of weeks, alongside chaotic tariff-related news, with volatility (and its policy triggers) most elevated in the bond market.

Making Sense of Recent Market Volatility

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

Bear Market: Now What?

Bear markets can pose a challenge to your financial goals. Here are seven tips for dealing with down markets.

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

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

Treasury Bond Markets: Seeking Higher Ground

The combination of slowing economic growth and stubborn inflation, combined with uncertainty about U.S. tariff policy, is keeping investors cautious.

The Price You Pay: Valuation Evaluation

Amid a market correction and heightened policy, inflation and growth concerns, valuations are back in the spotlight.