Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Markets and Economy content
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.
Bond Insights
Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.
The July jobs report revealed significant downward revisions to payroll growth in the aftermath of the trade war, while also underscoring supply-side stress.
On Investing
Kevin Gordon joins Kathy Jones to discuss the latest economic indicators, including implications from the latest round of tariffs.