Markets and Economy

Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

The Way You Make Me Feel: Sentiment's Message

Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.

Q2 Tech Earnings Preview: Chips, Memory, Software

Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.

Congress Heads Out, but Washington Keeps Working

There is plenty of activity in Washington that can move the markets, even with Congress in recess. So what should you be watching?

Divided Fed Leaves Interest Rates Unchanged

In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.

Q2 Tech Earnings Preview: It's All About AI ROI

Here's what to watch as the Magnificent Seven report earnings, from AI monetization and capital expenditures to guidance and company-specific trends.

What's in the Fed's Toolbox?

What the Fed's monetary-policy tools signal about the market.

Navigating the Global Earnings Boom

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.

Q2 Bank Earnings Preview: Hawkish Fed Pivot Eyed

The Fed's recent shift into a more hawkish mode creates concern about banking profits later this year, but second-quarter results are seen strong thanks to IPOs, mergers.

Weekly Trader's Outlook

Stocks had a volatile week, but are on track for weekly gains, as investors overlook a flare-up in the Iran conflict in favor of Q2 earnings optimism.

Market Snapshot | July 2026

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.