Markets

The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? Our J.P. Morgan Wealth Management strategists expect a 0.25% hike, but the decision ultimately hinges on inflation and the labor market.

U.S.-Canada trade tensions have escalated, but the near-term U.S. macro impact looks limited. Our strategists are watching autos and energy as the key inflation risks.

August was a strong month across asset classes. Treasury buybacks helped stabilize long-term yields and fuel a rally in gold, while another exceptional earnings season reinforced the backdrop for equities.

Investors are linking rising yields, U.S. deficits and the role of bonds as duration reprices. Learn what’s driving rates, why debt service matters, and how fixed income fits today.

Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.

Wall Street tracks consumer sentiment for clues on spending, inflation and the Fed’s next move. Here’s what the latest readings could mean for investors – and how to look past the noise for long-term plans.

Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.

The national debt hit a new milestone in August, topping $40 trillion. Here’s what that may mean for Treasury yields, inflation expectations, borrowing costs and your portfolio.