Market Commentary

Timely takes on markets and the economy.

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Take the Long Way Home: Is Housing Bottoming?

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.

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On Investing

Rate Cut Coming? Sectors to Watch

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

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Bond Insights

Why a Weaker Dollar May Boost International Bonds

When the value of the U.S. dollar declines, international developed-market bonds tend to become attractive. Here's why the bond outlook is more positive than it has been for the past decade.

Will a Weak Dollar Enhance International Returns?

International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.

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On Investing

What's Happening in the Muni Bond Market?

Cooper Howard joins the show to discuss trends and opportunities in the muni bond market.

Commentary

Inflation: The Heat Is On?

July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.

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On Investing

Inflation Edges Up: Analyzing the Fed's Next Move

Liz Ann Sonders and Kathy Jones break down the latest CPI data, consider a potential rate cut, and take a look at concentration in the stock market.

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Europe's Economic Future: A Bright Spot?

While growth may slow in the near term, Europe's longer-term outlook appears to be improving.

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Bond Insights

Bond Markets Reach a Turning Point

Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.