On Investing
What Is the End Game for Tariffs?
Kevin Gordon joins Kathy Jones to discuss the latest economic indicators, including implications from the latest round of tariffs.
On Investing
Trends in the Credit Markets
Kathy Jones and Collin Martin explore leveraged loan market dynamics, recent issuance trends, and TIPS as an inflation hedge.
Good Times Bad Times: 2025's Leadership Shifts
The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.
On Investing
Parsing the Latest Inflation Numbers
Kathy Jones and Liz Ann Sonders analyze the latest inflation data, stagnation in the housing market, and other economic trends.
On Investing
Debt, Deficits & One Big Beautiful Bill
Kathy Jones and Liz Ann Sonders discuss the latest tariff news and the implications of the recently passed "One Big Beautiful Bill."
Bond Insights
Fixed Income: Frequently Asked Questions
Answers to questions investors are currently asking about Treasury bonds, tax policy, credit quality and other issues currently affecting fixed income investments.
On Investing
The Markets Shrug at Geopolitics, for Now
Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.
What's Going On…With Inflation
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
On Investing
'Muddiness' & Uncertainty in the Markets (With Cameron Dawson)
Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.
Market Outlook
2026 Outlook: U.S. Stocks and Economy
We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.
Sector Views
Sector Views: Monthly Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
On Investing
How Will Tariffs & Debt Affect the Economy?
How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?