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Washington Watch
Passage of the "Big Beautiful Bill" will postpone the debt-ceiling drama until 2027 and creates certainty on tax policy for years to come.
Market Outlook
The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.
Washington Watch
Congress approved the "One Big Beautiful Bill" tax-and-spending plan. Here are some of the key provisions for investors and taxpayers.
Bond Insights
Tax policy may continue to be a factor in the second half of the year, although Congress looks likely to maintain current tax brackets and the muni tax exemption.
On Investing
Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.
Bond Insights
We continue to suggest an "up in quality" fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
The Fed held the federal funds rate steady but noted that the risks of inflation and potentially higher unemployment remained high.
Tariff policy has clouded expectations for the second half of the year, but there are ways to navigate through the fog.