Markets

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.

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.

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.

Worried about rising Treasury yields, conflict in the Middle East and AI returns? While markets feel sensitive in the near term, we have a more optimistic long-term view.

September has a reputation on Wall Street as the worst month for stocks. Learn what the “September effect” means, why it may happen and what you can do to ensure your portfolio is set up to weather any volatility.