Rising oil prices and the historically inflationary aspects of war have changed expectations for Federal Reserve interest rate policy and have pulled Treasury yields higher.
There's a fight over war funding looming in Congress after a return from the Easter break, and uncertainty around the timing of the Fed chair confirmation hearing remains.
While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.
Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.
Volatility is a trader's bread and butter: Without it, profits are harder to come by. However, when volatility remains elevated for an extended period, it could be the sign of a more deeply rooted market shift.
Department of Homeland Security shutdown continues, and Congress considers addressing growing concern over prediction markets.
Bitcoin is now less volatile than some Magnificent 7 stocks, but it's still capable of steep, prolonged declines.
Many investors think about getting out of the stock market when it gets bumpy. But history shows that staying invested over the long term has resulted in positive gains.
A properly functioning Strait of Hormuz holds the keys to clarity around the growth, inflation, and market shock that has stemmed from the war in the Middle East.
The federal funds rate will remain 3.5% to 3.75%. The 'dot plot' still projects a single rate cut this year, and the Fed sees slightly stronger economic growth and inflation.
Investigation of Federal Reserve chair hits an obstacle, while the Department of Homeland Security remains shut down amid funding standoff.
Iran-related geopolitical risk has boosted stock volatility, especially in sectors like Energy. Uncertainty remains high and there are a range of scenarios for how this conflict could be resolved and how it might affect economic conditions and markets.
The worsening energy shock from the Iran War has raised risks of a more severe crisis. It may resolve quickly, but the longer it persists, the larger the possible economic damage. Asia and Europe are most vulnerable.
Volatility spiked as investors questioned the Federal Reserve's next move, adding to existing concerns about private credit markets. Here's why investors shouldn't overreact.
If tensions de-escalate soon, there could be relatively little impact on international markets. However, risks will rise if global energy supplies face a prolonged disruption.
Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.
Recessions are a regular part of the economic cycle, which means planning ahead is essential. You can't control the economy, but you can take steps to help protect your savings, manage debt, and keep your goals on track. Here are some smart ways to prepare when the economy shifts.
U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.
In a 6-3 decision, the highest court in the U.S. ruled that President Trump lacks the legal authority to impose sweeping tariffs. But the administration has a Plan B in place.
Municipal bonds have posted strong performance so far this year, despite a news cycle that has many investors questioning the path forward.
AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
Fourth-quarter earnings results have been generally solid so far, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions. On the international front, weakening global ties may lead to economic disruption and lasting investment implications. Meanwhile, bond market volatility has remained low despite economic and policy uncertainty.
While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.
As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
Earnings results are shaping up to be quite solid this season, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions.
The federal funds rate will remain 3.5% to 3.75%. While the market still expects two rate cuts late this year, the Fed is likely to tread cautiously given the economic backdrop.
Investors are returning to health care stocks, but $1 trillion in government funding cuts and a looming pharma "patent cliff" are among the risks as Q4 earnings reports come due.
While our outlook for the municipal bond market in 2026 is positive overall, we have identified five risks that we believe should be on investors' radar.
Year-end S&P 500 price targets implicitly assume continuity and fail to recognize volatility and macro forces that affect markets throughout any given year.
We expect another generally good year for bond returns this year, but even the best-laid plans can go awry when circumstances change. Here are four risks to our outlook.
EM stocks have increasingly become tied to the fortunes and risks of the growth in AI. Should the AI capex race continue, and earnings estimates are realized, EM stocks have the potential to continue to rise, because valuations are not yet extended.
Big banks begin reporting tomorrow with JPMorgan Chase. Fundamentals may need to be robust to match the sector's recent Wall Street gains, and loan demand could get a close look.
The capture of Venezuelan President Maduro has been digested well by global markets, which is in keeping with 2025’s theme of massive volatility and solid index-level returns.
Our 2026 outlook shows fixed income continuing to benefit from elevated rates, while equities still face a narrowing edge over risk-free investments.
After three strong years in a row, major indexes ended the year seeking direction. While optimism abounds, here are some potential issues that could trip up U.S. stocks.
Understand how a recession is defined and how to avoid common investment mistakes during recession-driven stock market downturns.
Researching lesser-known economic indicators on the thinkorswim® platform is a low-effort way to potentially elevate an investor's game.
Investors are navigating not just uncertainty, but an unstable environment influenced by tariffs and inflation, among other factors. While volatility may increase, there is likely room for another solid year in 2026, especially for fixed income and international stocks
The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, Fed Chairman Powell hinted at a pause ahead, and there were several dissents.
International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.
We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.
We continue to suggest an up-in-quality fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.
We expect 2026 to be another good year for fixed income investors. However, yields that are lower than where they were a year ago and less room for rate cuts by central banks likely will mean less-robust returns.
Thanks to AI-generated power demand, the utilities sector is losing its traditional defensive role. Is this a permanent move, or will utilities ultimately regain their place?
After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.
Answers to questions investors are currently asking about Treasury bonds, tax policy, credit quality and other issues currently affecting fixed income investments.
Investors will be looking for a read on hyperscaler AI spending, the impact of rising competition, and expansion to new growth areas in the chipmaker's upcoming Q3 earnings report.
While stock and bond markets wait for U.S. federal data to become available again, private-sector reports suggest lukewarm overall economic growth.
Consumers are in a sour mood over inflation and jobs as major retailers prepare to report earnings and offer their outlooks for the holiday shopping period.