US

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

Serious Business: Assessing Earnings Season

Earnings results thus far underscore the strong bifurcation within the market, which is confirmed by the continued deterioration in breadth throughout the current correction.

Our Philosophy and What Matters in the Markets

Kathy Jones and Liz Ann Sonders explain their investing philosophies and how they analyze market data.

Debt: Hard to Handle

Interest expense is a large and growing issue for both the economy and stock market, which reinforces why investors should stay up in quality amid interest-rate-driven headwinds.

Paranoid? An Update on Consumer Sentiment

Consumer and business confidence metrics are not yet out of the woods, and the recent spike in rates, oil, and the dollar might chip away at relatively resilient sentiment.

Bonds Shine with Fed's "Higher for Longer" Call

The Fed has indicated higher rates for longer, and that's good news for bond investors. What's the strategy to take advantage of what may be a once-in-a-generation opportunity?

Quarterly Market Outlook: A Delicate Balance

The Federal Reserve weighs the data while investors wonder: Is the rate-hike cycle over?

Say Goodbye…to Great Moderation?

A return to the Great Moderation Era looks unlikely, which might lead to an increasingly volatile—and somewhat unfamiliar—inflationary, economic, and geopolitical landscape.

Unscrambling the Economy’s Mixed Messages

A barrage of conflicting economic data is keeping the investing horizon cloudy. What are market experts focusing on, why does it matter, and does it apply to your portfolio?

Piece of Work: Dissecting Labor Market Trends

The August jobs report confirms the labor market's continued slowdown, which is for now consistent with the Fed's soft-landing desires—but not without warning signs.

Vertigo: Market Succumbs to Myriad Pressures

With the path of least resistance for stocks seemingly lower for now, key to watch will be a stabilization in interest rate volatility and clarity on the path of monetary policy.