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As expected, the Federal Reserve cut its short-term interest rate, citing concerns about slowing job growth. Where Fed policy goes from here is less clear.
Washington Watch
The Federal Reserve holds the strangest FOMC meeting in memory, while Congress faces another potential government shutdown.
Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.
A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.
On Investing
Steven Meier, Deputy Comptroller and Chief Investment Officer for the New York City retirement systems, joins the show to discuss capital markets and public finance.
Bond Insights
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.
On Investing
Kevin Gordon joins the show to discuss Fed independence and the potential impact of rate changes on various sectors of the economy.