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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.

WashingtonWise  Investors Eyeing Big Issues as Washington Reopens  Episode 129
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.

Nvidia Earnings Ahead: AI Demand, Margins In-Focus

Investors will be looking for a read on hyperscaler AI spending, the impact of rising competition, and expansion to new growth areas in the chipmaker's upcoming Q3 earnings report.

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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.

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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.

WashingtonWise Using Bonds Wisely in a Bull Market for Equities Episode 128
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?

What Happened to Germany's Spending Boom?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

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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.