Stocks are rallying following Fed Chair Powell's dovish tone and hint at September rate cut, equities are trying to reverse earlier weekly losses.

Cooper Howard joins the show to discuss trends and opportunities in the muni bond market.

Fed Chair Powell laid the framework for a potential September rate cut during his Jackson Hole speech, and markets responded with an end of week rally that pushed them mostly in the green.

Precious metals are up between 22% and 44% for the year.

Walmart's earnings could be a good barometer of tariffs' impact after a solid day for staples stocks Wednesday. The Fed's Jackson Hole summit begins with Powell speaking Friday.

After tech stocks fell in what seemed to be sector rotation Tuesday, investors await Lowe's and Target results along with Fed minutes ahead of Powell's Jackson Hole speech Friday.

Home Depot results start the big box parade, with Lowe's and Target tomorrow and Walmart Thursday. Investors also await Fed minutes tomorrow and Powell's Friday speech.

This week features a slower data flow but reaches a crescendo Friday when Fed Chair Powell speaks from Jackson Hole. Retailers including Home Depot and Walmart get ready to report.

July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.