Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.

Bankruptcies by high-yield issuers have made headlines recently, but defaults have grown more common in recent years.

Stocks are on track to close out this week in all-time high territory despite uncertainty around trade, AI investment exuberance, and a government shutdown.

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

Kathy Jones and Collin Martin discuss why some high-profile failures and defaults have sent jitters through the credit markets.

The long government shutdown keeps data from crossing the wire, but investors can get a sense of the economy's performance today from consumer names like Netflix and Coca-Cola.

Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.

The stock and bond markets are taking the government shutdown—and lack of data releases—in stride, but how long the calm might last is an open question.

Patrick Harker, former President of the Federal Reserve Bank of Philadelphia, joins the show to discuss monetary policy, inflation expectations, and more.