Market Commentary

Timely takes on markets and the economy.

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A Career in Investing: Kathy Jones' Parting Thoughts on the Markets

As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.

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.

Smoke on the Water…Fire Under the Surface

Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.

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On Investing

The Fed's Balancing Act for 2026 (With Claudia Sahm)

Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.

What's the Difference: Jobs vs. GDP Growth

U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.

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Lost in the Ether: What Can Drive Ether's Price?

Ether is the second-largest cryptocurrency behind bitcoin, and its purpose and drivers are different than bitcoin's. Learn more about the factors that can affect ether performance.

Supreme Court Strikes Down Tariffs

Supreme Court Tariff Ruling Shifts Focus to Plan B

In a 6-3 decision, the highest court in the U.S. ruled that President Trump lacks the legal authority to impose sweeping tariffs. But the administration has a Plan B in place.

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Web3: Welcome to the Multiverse

Cryptocurrencies offer the opportunity to build additional economic layers on top of the global economy.

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On Investing

Mixed Signals & Moving Targets

Liz Ann Sonders and Kathy Jones are joined by Kevin Gordon to discuss mixed economic signals, Fed policy uncertainty, as well as AI-driven investment and productivity gains.