Market Commentary

Timely takes on markets and the economy.

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Bond Insights

High-Yield Defaults: Canary in the Coal Mine?

Bankruptcies by high-yield issuers have made headlines recently, but defaults have grown more common in recent years.

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On Investing

What’s Causing Jitters in the Credit Markets?

Kathy Jones and Collin Martin discuss why some high-profile failures and defaults have sent jitters through the credit markets.

Sector Views

Sector Views: Monthly Stock Sector Outlook

Our outlook on the 11 S&P 500 equity sectors.

Is It a Good Time to Consider Japanese Stocks?

Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.

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On Investing

The Role of the Fed in a Shifting Economy (With Pat Harker)

Patrick Harker, former President of the Federal Reserve Bank of Philadelphia, joins the show to discuss monetary policy, inflation expectations, and more.

Alternative Candidate(s) for Data During Shutdown

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.

Tariff Threats, Layoffs Spark Sharp Pullback

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.

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On Investing

Government Shutdown Drives Reliance on Other Data

With the U.S. government shutdown and the absence of some employment data, what proxies are analysts using to assess the health of the economy?

Commentary

The Delayed Impact of Tariffs

Why hasn't the broader global economy felt the full effect of tariffs on imports?