Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Why International and Why Now
The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.
When Markets Talk, the Bond Market Speaks Loudest
The fluctuating economic environment, tariffs, and the Fed's ongoing challenges keep bond investors wondering where to turn.
Tariffs: Q1 Impacts and Q2 Negotiations
A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.
The State of Rates and the Bond Market During Uncertainty
Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.
China Trade War: A Fight With No Winners
Trade wars come down to each country’s vulnerabilities, resilience, and ability to outlast the other. So how do the U.S. and China stack up?
Weak Dollar Is No Silver Lining as Firms Face Tariffs
The U.S. dollar hit 3-year lows after tariff "liberation day," and a weak greenback often aids U.S. companies with big overseas sales. That may not happen now as the trade war simmers.
Early Impacts of the Trade War
Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.
Tariffs Continue to Fuel Market Uncertainty
The U.S. markets and economy are at the mercy of tariffs that are rewriting long-standing global trade policy. How can investors keep calm amid extraordinary volatility?
Tariff Two-Step: What to Watch as Earnings Begin
Earnings season begins with companies adjusting on the fly to tariffs. This could give investors insight into strategies firms are taking and how businesses might be affected.
Making Sense of Recent Market Volatility
After a turbulent few days in the market, what strategies should investors consider?