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.
Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.
Patrick Harker, former President of the Federal Reserve Bank of Philadelphia, joins the show to discuss monetary policy, inflation expectations, and more.
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.
Find Market Commentary content
Fed Cuts Rates for the Second Time This Year
Muni Bonds: Where Are the Potential Opportunities?
Better Days (for Earnings)
What’s Causing Jitters in the Credit Markets?
Sector Views: Monthly Stock Sector Outlook
High-Yield Defaults: Canary in the Coal Mine?
Is It a Good Time to Consider Japanese Stocks?
The Role of the Fed in a Shifting Economy (With Pat Harker)
Alternative Candidate(s) for Data During Shutdown