Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Deficits, Debt and Markets: Myths vs. Realities
Historically, the level of U.S. debt has had no correlation with the performance of the stock or bond markets.
The Recession Has Ended
Europe's mild recession is over, with growth expected to continue. Valuations for eurozone stocks remain attractive, offering the potential for further price appreciation.
The Fed's Message: Patience and No Change in Interest Rate Policy
Kathy Jones and Liz Ann Sonders discuss this week's Fed meeting and the implications for investors.
Declaring Independence From the U.S.
Dollar strength resulting from central banks' independent policies on rate cuts is unlikely to be tampered by China's deflation or geopolitics.
With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth)
Kathy Jones interviews economist David Beckworth about the potential role of nominal GDP as an alternate target for the Fed.
Is the Market Still Climbing the Wall of Worry? (With Dr. Ed Yardeni)
Dr. Ed Yardeni sits down with Liz Ann to discuss the current economic cycle and the challenges ahead in the markets this year.
What Could Turn China Around?
Changes in China's economic policy tend not be communicated prior to implementation. What can we expect from China's stock market in response to any shifts?
The Fed Leaves Rates Unchanged: Our Analysis
Liz Ann Sonders and Kathy Jones analyze the latest signals from the Fed.
Japan's Long Comeback
The second-largest stock market has captured the interest of investors, supported by stronger, more broad-based earnings, and incentivized by Japan's fiscal and monetary policies.
The Fed Holds Steady with a Dovish Pivot
Kathy Jones discusses the Fed's latest decision and interviews former Fed economist Dr. Julia Coronado.