As the Fed cuts rates while struggling to balance slowing job growth with inflation concerns, the central bank's independence is being tested. What's the impact on investors?
Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.
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.
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
Find Market Commentary content
Fed's Dilemma: Boost Job Growth or Fight Inflation
TIPS and Inflation: What to Know Now
Is the Chinese Stock Market Rally Sustainable?
Weaker Labor Markets Drive a Rate Cut (With Freya Beamish)
Every Brea(d)th You Take: Market Concentration Risks
Where Do Public & Private Markets Converge? (With Steven Meier)
Will Fiscal Concerns Affect International Stocks?
The Housing Market Remains Out of Sync
Lower Bond Yields: You Can't Get There From Here