Passage of the "Big Beautiful Bill" will postpone the debt-ceiling drama until 2027 and creates certainty on tax policy for years to come.

A 3-year Treasury auction today and a 10-year note auction tomorrow, along with Wednesday's Fed minutes, could drive stocks after Monday's drop. Tariffs remain front and center.

Well-rested investors will try to build on last Thursday’s better-than-expected jobs report. However, Trump’s tariff deadline and national debt concerns loom over markets.

The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.

The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.

Congress approved the "One Big Beautiful Bill" tax-and-spending plan. Here are some of the key provisions for investors and taxpayers.

Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.

Tax policy may continue to be a factor in the second half of the year, although Congress looks likely to maintain current tax brackets and the muni tax exemption.

Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.