The Markets

What did we learn from the Federal Reserve about the likely path of monetary policy in 202... more

After falling sharply to start the year, the US dollar has been flat over the past eight m... more

What’s driving the volatility in US equities, and how should investors look to position no... more

As worries about the US consumer intensify, what’s the outlook for earnings and for the ho... more

The US economy is in the midst of a “handover” from a fiscal expansion to a credit expansi... more

As retail investor activity become a more significant driver of US equities, how is their ... more

As investors make sense of surprising Fed guidance and a huge slate of earnings, what’s th... more

What’s driving Chinese equity markets higher, and are there better opportunities across th... more

Are US stocks overvalued, or is the rally set to continue through 2026? Mike Washington, e... more

After a tremendous rally for US equities, could more gains be ahead – or is it time for in... more

The S&P 500 has enjoyed a remarkably steady rise, but under the surface, the action has be... more

After a stunning rally for US stocks, can investors find better opportunities in other mar... more

What should investors take away from Wednesday’s rate cut – and how are US equities likely... more

What’s driving US tech stocks — and what could be ahead for the sector? Peter Callahan, th... more

What does Friday’s disappointing jobs number mean for the Fed – and where are the opportun... more

With a September rate cut looking increasingly likely, where are the opportunities in bond... more

As strong earnings push the US tech giants to new record highs, could these stocks still h... more

With the Fed still waiting on rate cuts, what’s the outlook for global assets – and where ... more

Does the US dollar have further to fall – and what are the best ways to play this theme? K... more

What does inflation data tell us about the impact of US tariffs, and where are the opportu... more

What’s driving equities now – and what are investors most focused on? Lou Miller, Global H... more

Despite geopolitical tensions and trade policy uncertainty, markets continue to climb to r... more

Are European equities set up to outperform – and which global sectors hold the greatest po... more

What should investors take away from recent economic data releases, and where are the oppo... more