US
Stay up to date on commentary related specifically to US markets.
US content
Housing affordability and GDP are trending in opposite directions; Kevin Gordon looks at what this means ahead of new in the Week Ahead.
On Investing
TCW’s Bryan Whalen explains why higher rates and heavy debt issuance are reshaping credit markets and how hyperscalers are financing the AI buildout.
Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
Bond Insights
Corporate bond yields are high, but spreads are low. Low spreads are supported by strong corporate fundamentals, and high yields might help offset potential price declines.
Washington Watch
A look at the latest developments in Washington, from Trump Accounts and SEC vacancies to retirement plans and the approaching midterm elections.
Bond Insights
Explore how Fed rate hikes may affect the economy, stocks, bonds, and Treasury yields—and what investors should watch as inflation and growth evolve.
On Investing
ADP Chief Economist Nela Richardson joins the show to discuss wage growth, AI's impact on jobs, labor market trends, and inflation.
AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.