US
Stay up to date on commentary related specifically to US markets.
2025 Mid-Year Outlook: U.S. Stocks and Economy
The U.S. economy and stock market face a confluence of challenges in the second half of the year, keeping the bar relatively (but not restrictively) high for outperformance.
How Will Tariffs & Debt Affect the Economy?
How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?
Fixed Income Outlook: Cool and Cloudy
Bouts of volatility may continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt, and economic uncertainty.
Are Tariffs Over? Court Ruling Isn't the End
Trump's tariffs now face a legal battle. Tariffs may be less arbitrary and reduced in severity or duration, but the next steps are complicated and likely to extend uncertainty.
Why Does Sentiment Not Match Hard Data?
Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.
Credit Spreads: Under the Radar, but Influential
Corporate credit spreads, whether investment grade or high yield, can often hint at hiccups in the stock market and the economy. But they tend to keep a low profile.
No Hard Feelings: Soft vs. Hard Divide Persists
There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.
Navigating the 'Funky' Market Environment (With Helene Meisler)
Longtime market technician Helene Meisler joins Liz Ann Sonders to explore market trends, sentiment, and volatility, offering insights on the evolving investing landscape.
Why Are Munis Attractive Right Now?
Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.
Hate It or Love It: Sentiment's Message
The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.