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Keep up to date with weekly market analyses, quarterly investment outlooks and other timely financial news.
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How to invest in today’s market
With inflation retreating and likely interest rate cuts coming soon, how should investors position their portfolios to capitalize on potential opportunities, while guarding against risks?
Weekly analysis
Read the weekly market analysis
Capital markets
Cash management and investing strategies when interest rates are up
The economy
Is the economy at risk of a recession?
Quarterly outlook
Read the summer 2024 investment outlook
The economy
Track the economic trends likely to impact your finances.
How do supply chain disruptions contribute to inflation?
August 20, 2024
As global shipping bottlenecks ebb and flow, so does the supply chain’s influence on inflation.
How does consumer spending impact the health of the economy?
August 19, 2024
In a delicate balancing act with a Federal Reserve intent on slowing the economy to fight inflation, steady consumer spending has helped avoid a recession. But does record household debt threaten to tip the scales?
Analysis: Assessing inflation’s impact
August 16, 2024
Declining – yet persistently elevated – prices continue to weigh on consumers and policymakers alike.
Capital markets
Stay a step ahead with market updates and analyses that can inform your investing strategy.
How changing interest rates impact the bond market
August 22, 2024
With the Federal Reserve poised to cut interest rates, what opportunities does this create for bond investors?
The fluctuating value of the U.S. dollar and what it means for investors
August 14, 2024
Taking measure of global currency trends as you position your investment portfolio.
Treasury yields remain inverted as investors continue to weigh risk of recession
August 14, 2024
What does a persistently inverted yield curve say about the economy’s prospects for a recession?
Sector spotlight
Explore stock market performance across key S&P 500 sectors.
Investing in tech stocks: Is now a good time?
July 22, 2024
Tech stocks are up through 2024’s first half – building on last year’s trend of outperforming the broader S&P 500 by a wide margin.
Energy sector stocks: Is now the time to invest?
July 19, 2024
Investors focus on evolving dynamics in the stock market’s energy sector.
Healthcare stocks in 2024
July 15, 2024
How to balance the opportunities and risks associated with investing in the healthcare sector.
Global markets and geopolitics
Stay attuned to evolving dynamics changing our world, and the risks and opportunities they present.
Geopolitical conflict and its impact on global markets
July 18, 2024
As the Russia-Ukraine war drags on in Europe, other geopolitical conflicts have emerged in the Middle East that threaten to impact global markets.
Analysis: China’s economy and its influence on global markets
July 12, 2024
What should investors consider when seeking emerging market exposure to the world’s second-largest economy?
How commodity prices can impact the market and inflation
July 12, 2024
What opportunities does today’s volatile commodities market offer investors?
Monetary policy, taxes and legislation
Gain insights about the events, debates and policy decisions shaping today’s financial landscape.
Can the federal budget be passed without the threat of a government shutdown?
August 28, 2024
Learn what to expect as Congress contends with the 2025 federal budget during the runup to November’s presidential election.
How presidential elections affect the stock market
August 14, 2024
U.S. presidential elections naturally affect policy — but do they affect the market? Here’s a look at the impact election cycles have historically had on capital markets and what to watch for in 2024.
Market insights on current capital market volatility
August 5, 2024
Global capital markets continue to reflect investor concerns about growth and policy steps from major central banks.
Insights and analysis
How presidential elections affect the stock market
U.S. presidential elections naturally affect policy — but do they affect the market? Here’s a look at the impact election cycles have historically had on capital markets and what to watch for in 2024.
Understanding capital markets
Learn what the key characteristics distinguishing capital markets from financial markets are and why it matters to investors.
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