Market Commentary

Timely takes on markets and the economy.

Market Commentary

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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.

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.

Investing Basics: Stocks

Stocks are one of the most common investments. Learn what stocks are, the risks associated with them, and the role they can play in an investment portfolio.

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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.

Lost Ones: Job Revisions Send a Chill

The July jobs report revealed significant downward revisions to payroll growth in the aftermath of the trade war, while also underscoring supply-side stress.