The rally paused in what may be profit taking, but indexes remain on pace for weekly gains and posted new record highs yesterday in a broad move ahead of next week's Fed meeting.

Stocks looked past softening labor market data and took a "don't fight the Fed" stance this week as stocks climbed higher into record territory.

All three major market indexes hit record highs on Thursday despite a sticky CPI report. Investors are now focused on the Fed cuts next week, and today’s consumer sentiment data.

Steven Meier, Deputy Comptroller and Chief Investment Officer for the New York City retirement systems, joins the show to discuss capital markets and public finance.

A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.

Cattle Futures finish higher with the USDA WASDE report on deck for Friday. Farmers will weigh new-crop yield estimates impact to carry costs.

After a benign PPI, this morning's CPI is the last big data news before next week's Fed decision. Stocks are at record highs after Oracle's massive rally. Adobe reports later.

August PPI could affect the Fed's decision next week, and Oracle missed on earnings but gave solid guidance, initially boosting shares. The BLS slashed prior job growth estimates.

Oracle results, a jobs update, and Apple's event loom, but investors are focused on tomorrow's PPI. The last PPI far exceeded estimates, raising concerns over tariffs' impact.