US
Stay up to date on commentary related specifically to US markets.
Understanding Recent Volatility in the Bond Market
Kathy Jones and Collin Martin give an overview of recent developments in the bond markets. They cover corporate credit spreads, issuance, preferred securities, TIPS, and more.
Current Pros & Cons in the Market (With Paul Hickey)
Liz Ann Sonders and Paul Hickey of Bespoke Investment Group discuss the pros and cons in the current market environment.
What Will Fed Rate Cuts Mean for the U.S. Dollar?
How will the U.S. dollar respond to Federal Reserve rate cuts? The factors that have supported a strong dollar for years remain largely intact.
Party in the USA: Election Facts
Historically, staying invested has been, in our view, an effective strategy and one to consider when it comes to election years and beyond.
Under-the-Surface Employment Indicators to Watch (With Doug Ramsey)
Liz Ann Sonders interviews Doug Ramsey of the Leuthold Group about the state of the economy and the markets.
Panic Is Not a Strategy—Nor Is Greed
Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
Before the Rate Cut, Our View of the Markets
Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?
Federal Reserve: On the Road Again
While the pace of Federal Reserve cuts is in question, all roads lead to lower interest rates.
Focus on Labor: The History & Importance of Employment Data
Liz Ann Sonders and Kathy Jones explain why different employment metrics are vital to understanding the health of the economy.
Songs of Experience: Reminiscences of a Strategist
It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.