Investors will be looking for a read on hyperscaler AI spending, the impact of rising competition, and expansion to new growth areas in the chipmaker's upcoming Q3 earnings report.

Mike Townsend joins the show to discuss the political implications of the recent government shutdown and how it might affect the markets.

While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.

Liz Ann Sonders and Kathy Jones discuss the economic data implications of the ongoing government shutdown and which indicators matter most.

The Fed is cutting interest rates, and the bull market in equities shows no signs of slowing. So where do bonds fit in your portfolio?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

David Beckworth and Kathy Jones discuss the evolution of the Fed’s balance sheet and the future of digital currencies.

Municipal bonds offer tax-adjusted yields, generally high credit quality, and other advantages that may make them attractive investments.

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.