US
Stay up to date on commentary related specifically to US markets.
Considering the Risk of Stagflation & Uncertainty
Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.
A Future Uncertain: Recession Coming?
Recession fears have risen sharply of late as economic soft data have rolled over, upping the risk that hard data start to catch down.
The (Not So) Magnificent Seven?
Heightened economic uncertainty—propelled mainly by trade policy—has unearthed weakness in the equity market, with most pain felt under the market's surface.
Jigsaw Puzzle: Growth vs. Value
Growth and value are often thought of simplistically, but subsurface details in growth- and value-labeled indexes challenge pre-conceived notions of the factors.
Will the United States Dollar Be Dethroned?
Could the U.S. dollar lose its place as the world's reserve currency? Despite a long-term trend toward currency diversification, we don't see the dollar losing dominance anytime soon.
Hard to Handle: A Look at Hard vs. Soft Data
Some soft data metrics have started to rebound sharply and catch back up to relatively resilient hard data, but it's too soon to say whether the gap is definitively closing.
It Was a Very Good Year
Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.
2025 Market Outlook: U.S. Stocks & Economy & Global Markets
As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?
Choosing Municipal Bonds: GO or Revenue?
You're interested in investing in municipal bonds, but which type—general obligation or revenue—is best for you? We break it down.
Breadth of Life: Post-Election Market Trends
Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.