Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Government Shutdown Drives Reliance on Other Data

With the U.S. government shutdown and the absence of some employment data, what proxies are analysts using to assess the health of the economy?

How to decipher the Federal Reserve's Dot Plot

What does the “dot plot” indicate about the direction of interest rates?

Commentary

The Delayed Impact of Tariffs

Why hasn't the broader global economy felt the full effect of tariffs on imports?

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On Investing

Surveying the Corporate Credit Landscape (With Joel Levington)

Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.

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On Investing

Global Central Banks Face Uncertain Policy (With Robin Brooks)

Robin Brooks of the Brookings Institution joins Kathy Jones for a discussion about central bank policy around the world and the status of the dollar.

Skyscrapers
Bond Insights

Should You Consider High-Yield Municipal Bonds?

High-yield munis have extra risks and yields are low relative to investment-grade munis. However, investors in higher tax brackets may still want to consider a small allocation if it fits their risk tolerance.

Bond Insights

TIPS and Inflation: What to Know Now

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

Is the Chinese Stock Market Rally Sustainable?

Chinese equities have surged amid investor optimism about AI innovation and certain government initiatives, despite a slowdown in China's economy.

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On Investing

Weaker Labor Markets Drive a Rate Cut (With Freya Beamish)

The Fed finally cuts rates, and Freya Beamish joins the show to discuss evolving labor market dynamics.