Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Government Policy content
Washington Wise
The Fed is cutting interest rates, and the bull market in equities shows no signs of slowing. So where do bonds fit in your portfolio?
German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.
On Investing
David Beckworth and Kathy Jones discuss the evolution of the Fed’s balance sheet and the future of digital currencies.
The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, dissenting votes may cloud the path forward.
On Investing
Kathy Jones and Collin Martin discuss why some high-profile failures and defaults have sent jitters through the credit markets.
Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.
On Investing
Patrick Harker, former President of the Federal Reserve Bank of Philadelphia, joins the show to discuss monetary policy, inflation expectations, and more.
On Investing
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
Why hasn't the broader global economy felt the full effect of tariffs on imports?