Market Commentary

Timely takes on markets and the economy.

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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?

How to decipher the Federal Reserve's Dot Plot

What does the “dot plot” indicate about the direction of interest rates?

Commentary

The Delayed Impact of Tariffs

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

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On Investing

Surveying the Corporate Credit Landscape (With Joel Levington)

Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.

AI: Stairway to Heaven or Heartbreaker?

AI technology has the potential to profoundly improve industries and markets, but not without some risks—like valuation and profitability—that investors should be aware of.

Skyscrapers
Bond Insights

Should You Consider High-Yield Municipal Bonds?

High-yield munis have extra risks and yields are low relative to investment-grade munis. However, investors in higher tax brackets may still want to consider a small allocation if it fits their risk tolerance.

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On Investing

Global Central Banks Face Uncertain Policy (With Robin Brooks)

Robin Brooks of the Brookings Institution joins Kathy Jones for a discussion about central bank policy around the world and the status of the dollar.

WashingtonWise: Fed's Dilemma: Boost Job Growth or Fight Inflation. Episode 125
Washington Wise

Fed's Dilemma: Boost Job Growth or Fight Inflation

As the Fed cuts rates while struggling to balance slowing job growth with inflation concerns, the central bank's independence is being tested. What's the impact on investors?

Bond Insights

TIPS and Inflation: What to Know Now

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.