On Investing
Trends in the Labor Market & More Tariffs (With Nela Richardson)
Nela Richardson of ADP Research breaks down the labor market data.
Bond Insights
Treasury Bond Markets: Seeking Higher Ground
The combination of slowing economic growth and stubborn inflation, combined with uncertainty about U.S. tariff policy, is keeping investors cautious.
The Price You Pay: Valuation Evaluation
Amid a market correction and heightened policy, inflation and growth concerns, valuations are back in the spotlight.
On Investing
Avoiding Unforced Errors in Investing (With Barry Ritholtz)
Liz Ann Sonders sits down with Barry Ritholtz for a discussion about common mistakes and how not to invest.
On Investing
Considering the Risk of Stagflation & Uncertainty
Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.
A Future Uncertain: Recession Coming?
Recession fears have risen sharply of late as economic soft data have rolled over, upping the risk that hard data start to catch down.
On Investing
Is Recession on the Horizon?
Liz Ann Sonders and Kevin Gordon analyze the dynamics and indicators that might indicate a recession is looming.
On Investing
Recent Questions From Investors
Liz Ann Sonders and Kathy Jones answer recent questions from investors, covering topics such as tariffs, bond yields, the Federal Reserve, and more.
On Investing
Headwinds & Tailwinds in the Housing Market (With Ivy Zelman)
Ivy Zelman and Liz Ann Sonders discuss the challenges in the housing market—and find a few reasons to be optimistic.
On Investing
Do Tariffs Change the Economic Outlook? (With Phil Mackintosh)
Liz Ann Sonders speaks with Phil Mackintosh, chief economist at Nasdaq, about the labor force, the impact of AI, and valuations.
On Investing
China Enters the AI Chat (With Louis-Vincent Gave)
Louis-Vincent Gave of Gavekal Research joins Liz Ann Sonders for a discussion on what was so unique about 2024—and China's role in the AI industry.
Bond Insights
Could the U.S. Dollar Lose Its Reserve Status?
Could the U.S. dollar lose its place as the world's reserve currency? Despite a long-term trend toward currency diversification, we don't see the dollar losing dominance anytime soon.