Markets in a Minute

Tuesday, September 1, 2026

In this week’s Markets in a Minute, we explore the growing tension between policymakers and the bond market. After the 30-year Treasury yield climbed to its highest level in nearly two decades, the U.S. Treasury stepped in by expanding its buyback program for long-dated bonds. Why did the move attract so much attention from investors? And what does it reveal about the forces driving long-term interest rates?

Tuesday, August 25, 2026

In this week's Markets in a Minute, we revisit the economic and market implications of the conflict with Iran and explore several questions that remain top of mind for investors as it grinds on. What could a prolonged conflict mean for the economy and markets, particularly after many expected the initial shock to be short-lived? And even if the conflict ended tomorrow, how quickly could global oil supplies recover? Read on for our take on these and other key questions.

Tuesday, July 21, 2026

Emerging markets have been one of the biggest surprises of the past 18 months. Since the beginning of 2025, emerging markets have returned 60%, outperforming developed markets and the S&P 500. Yet many investors remain under allocated, leaving them on the sidelines as leadership shifted. In this week’s Markets in a Minute, we discuss what’s driven this recent performance, what could continue to drive it, and how emerging markets can fit in an investor’s portfolio.

Tuesday, July 7, 2026

In this week’s Markets in a Minute, we dig into highlights from the second quarter, including areas of market strength that have grabbed fewer headlines than the AI boom. We touch on reasons for cautious optimism heading into the second half of the year, along with risks that could shape the outlook into 2027.

Tuesday, May 26, 2026

Championship teams aren’t built on highlights alone, and neither are portfolios. The parts that get the least attention often matter the most when conditions get tough. In this week’s Markets in a Minute, we explain why bonds are an essential piece of a title-winning portfolio. 

Tuesday, May 12, 2026

Markets are pushing to new highs even while geopolitical tensions persist. Strong earnings are a key reason why. In this week’s Markets in a Minute, we break down how resilient corporate fundamentals are supporting the rally and what you should be looking for next. 

Tuesday, April 28, 2026

The private credit space has grown enormously over the last decade, luring investors with juicy yields and borrowers with bespoke terms. More recently, however, several credit issues have caused concern and sent some investors rushing for the exits. Are these alarming headlines signs of more to come? Or are investors overreacting? In this week’s Markets in a Minute, we help separate fact from fiction in the private credit markets.

Tuesday, April 21, 2026

After finishing strong in 2025, the broad U.S. equities market got off to a rocky start this year. Stocks initially traded higher during the first quarter, but the onset of the Iran conflict in late February and resulting global spike in oil prices clouded the economic picture and triggered a broad selloff. 

When the dust settled, the S&P 500 posted its first quarterly loss in a year (-4.3%). Does a difficult first quarter portend a down year? Not necessarily. In this week’s Markets in a Minute, we unpack first quarter performance and touch on some reasons to be cautiously optimistic about the balance of the year.

Tuesday, March 10, 2026

Rising oil prices amid an escalating Middle East conflict are creating new challenges for consumers, markets, and policymakers alike, with inflation risks and economic growth both hanging in the balance. This week’s Markets in a Minute explores why the duration of higher energy prices matters more than the initial spike and how prolonged pressure could complicate the Federal Reserve’s path forward. The bottom line: uncertainty is elevated, but history suggests disciplined, long-term investors are often rewarded for staying focused on fundamentals.

Tuesday, March 3, 2026

The S&P 500 is on the verge of posting its fifth consecutive quarter of double-digit earnings growth, but that only tells part of the story. Leadership in the market is shifting, and performance is starting to broaden beyond the largest names. In this week’s Markets in a Minute, we explore the developments of earnings season and where opportunity may be expanding next. 

Tuesday, February 17, 2026

For years, investors have been rewarded by sticking with the biggest stocks in the market. That narrative may finally be starting to change. Small- and mid-cap stocks are showing early signs of leadership, supported by improving macro conditions, attractive relative valuations, and earnings momentum. In this week’s Markets in a Minute, we break down the drivers for renewed interest in small- and mid-cap (SMID) stocks and whether this move has staying power. 

Tuesday, February 10, 2026

U.S. companies have been leaders in developing AI technology but global economies are embracing and deploying the technology faster. Companies integrating AI are seeing gains in innovation, efficiency, and employee satisfaction. In this week’s Markets-in-a-Minute, Kara explores how the global AI surge is reshaping industries, influencing markets, and redefining where investors may find long-term growth.  

Tuesday, January 13, 2026

In 2025, the S&P 500 posted its third consecutive year of double-digit gains and strong earnings growth signals the market is backed by strong fundamentals. As we look ahead to 2026, a variety of policies could help extend the bull market to a fourth year. In this week’s Markets in a Minute, we review the highlights of 2025 and the importance of diversification in a broadening rally.

Tuesday, December 2, 2025 

Investors that have achieved strong returns in AI-driven technology stocks may want to consider an allocation to emerging markets. The cohort is putting the finishing touches on an excellent 2025 and provides meaningful diversification potential for portfolios. We look at the opportunities and risks that investors must consider before considering this underrated corner of the market.

Tuesday, October 14, 2025 

For much of this year, uncertainty around trade, fiscal and monetary policy ran high. In the third quarter, however, investors got answers to some key policy questions with the passage of President Trump’s One Big Beautiful Bill Act and the Federal Reserve’s resumption of the rate-cutting cycle it paused nearly a year ago. Earnings growth, greater policy clarity and other tailwinds drove U.S. stocks to new highs. The third quarter marked the first quarter this year the U.S. stock market outperformed international equity markets, which have been buoyed by a sharp decline in the value of the dollar.