Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?

After Friday’s nonfarm payrolls report spooked investors, all eyes will be on this week’s inflation data for evidence of a brewing, yet still mild, form of stagflation.

The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.

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

The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.

Congress returns to Washington facing a busy agenda, including tariffs, a potential government shutdown, cryptocurrency legislation and disputes about the Federal Reserve.

Kevin Gordon joins the show to discuss Fed independence and the potential impact of rate changes on various sectors of the economy.

Our outlook on the 11 S&P 500 equity sectors.