Asset Management
Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Markets and Economy content
Sector Views
Our outlook on the 11 S&P 500 equity sectors.
On Investing
Kevin Gordon joins the show to discuss Fed independence and the potential impact of rate changes on various sectors of the economy.
Bond Insights
When the value of the U.S. dollar declines, international developed-market bonds tend to become attractive. Here's why the bond outlook is more positive than it has been for the past decade.
Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.
International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.
On Investing
Cooper Howard joins the show to discuss trends and opportunities in the muni bond market.
Commentary
July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.
On Investing
Liz Ann Sonders and Kathy Jones break down the latest CPI data, consider a potential rate cut, and take a look at concentration in the stock market.
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.