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.
Markets posted their worst loss since April as President Trump threatened China with "massive" tariffs and the federal government began layoffs amid a continued shutdown.
Find Market Commentary content
High-Yield Defaults: Canary in the Coal Mine?
What’s Causing Jitters in the Credit Markets?
Sector Views: Monthly Stock Sector Outlook
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
Tariff Threats, Layoffs Spark Sharp Pullback
Government Shutdown Drives Reliance on Other Data
The Delayed Impact of Tariffs