On Investing
What Matters in Corporate Real Estate (With Al Rabil)
Liz Ann Sonders interviews Kayne Anderson CEO Al Rabil about the state of the corporate real estate market.
Market Commentary
Simple Indicators in a Complicated World
Market folklore provides an easy, but inaccurate guide for investing in today's interconnected and complex market. Indicators based on economic or market behavior may be preferred.
On Investing
What Matters in Residential Real Estate (With Dolly and Jenny Lenz)
Liz Ann Sonders discusses the state of the real estate market with famed agents Dolly Lenz and Jenny Lenz.
On Investing
How Do Muni Bond Credit Ratings Work?
Kathy Jones and Cooper Howard interview Jane Ridley from S&P Global about how municipal bonds are rated.
On Investing
Earnings Season & High Demand for Corporate Bonds
How have Q4 corporate earnings fared so far, and what's behind the strong demand for investment-grade corporate bonds?
Market Commentary
Back in Black: S&P 500 Hits All-Time High
While the S&P 500's all-time high hasn't been accompanied by other parts of the market (notably, small caps), further gains are possible if breadth firms up.
On Investing
Key Signals from the Fed & How to Manage Risk
Liz Ann Sonders and Kathy Jones analyze new developments in the Fed's balance sheet and debate the role of risk in portfolio construction.
On Investing
What Can the Sahm Rule Tell Us About the Economy?
Former Fed economist Claudia Sahm discusses the December jobs report and the potential for rate cuts this year.
On Investing
Where's the Economy Headed: Soft Landing or Recession?
Liz Ann Sonders and Kathy Jones recalibrate some of their 2024 forecasts, and Liz Ann interviews Hedgeye CEO Keith McCullough.
On Investing
The Fed Holds Steady with a Dovish Pivot
Kathy Jones discusses the Fed's latest decision and interviews former Fed economist Dr. Julia Coronado.
On Investing
Market Outlook: What's in Store for 2024?
As we approach 2024, what can investors expect from the markets in the new year?
On Investing
An Equities Rally, a GDP Revision, and the Likelihood of 'De-Dollarization'
Kathy Jones interviews Jens Nordvig about the current rate cycle—as well as talk of "de-dollarization"—while Liz Ann Sonders probes the GDP revision and looks ahead to a busy week of economic data.