With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.

With the U.S. government shutdown and the absence of some employment data, what proxies are analysts using to assess the health of the economy?

What does the “dot plot” indicate about the direction of interest rates?

Why hasn't the broader global economy felt the full effect of tariffs on imports?

Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.

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.

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.

Chinese equities have surged amid investor optimism about AI innovation and certain government initiatives, despite a slowdown in China's economy.

The Fed finally cuts rates, and Freya Beamish joins the show to discuss evolving labor market dynamics.