Market Commentary

Timely takes on markets and the economy.

Market Commentary

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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.

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.

Every Brea(d)th You Take: Market Concentration Risks

Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.

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On Investing

Where Do Public & Private Markets Converge? (With Steven Meier)

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.