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What's spooking the markets? Trade wars and fiscal imbalances

The risks of a global trade war and a worsening U.S. budget deficit could trigger volatility for stocks and bonds in late 2019—especially when rising interest rates are factored in. Read more

Stocks may have to wait until the geopolitical fog clears

First-quarter 2018 earnings are the strongest in years, yet stocks continue to languish. Market Strategist Matt Miskin explains why the rally may have to wait. Read more

U.S. inflation is not a cause for alarm just yet

Some investors worry a late-cycle inflation surge will prompt the Fed to raise rates more aggressively, killing the U.S. economic recovery. Are we there yet? Read more