On Investing
The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)
Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
Washington Wise
Investors Eyeing Big Issues as Washington Reopens
As the government reopens, investors are watching for the Fed to make rate decisions, Congress to avoid another shutdown, and the Supreme Court to rule on the legality of tariffs.
On Investing
After the Shutdown: Markets, Policy & the Wall of Worry
Mike Townsend joins the show to discuss the political implications of the recent government shutdown and how it might affect the markets.
Desert Song: Relying on Alt Data for Economic Pulse
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.
On Investing
Making Sense of the Economy in a Data Desert
Liz Ann Sonders and Kathy Jones discuss the economic data implications of the ongoing government shutdown and which indicators matter most.
Washington Wise
Using Bonds Wisely in a Bull Market for Equities
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?
On Investing
The Fed’s Balance Sheet Takes Center Stage (With David Beckworth)
David Beckworth and Kathy Jones discuss the evolution of the Fed’s balance sheet and the future of digital currencies.
Onward Archive
Traveling? Medicare Might Not Cover You
Medicare can fall short when traveling. Here's how to fill the gaps.
On Investing
What’s Causing Jitters in the Credit Markets?
Kathy Jones and Collin Martin discuss why some high-profile failures and defaults have sent jitters through the credit markets.
On Investing
The Role of the Fed in a Shifting Economy (With Pat Harker)
Patrick Harker, former President of the Federal Reserve Bank of Philadelphia, joins the show to discuss monetary policy, inflation expectations, and more.
Alternative Candidate(s) for Data During Shutdown
With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.
On Investing
Government Shutdown Drives Reliance on Other Data
With the U.S. government shutdown and the absence of some employment data, what proxies are analysts using to assess the health of the economy?