Markets and Economy

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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?

What does the “dot plot” indicate about the direction of interest rates?
Commentary

Why hasn't the broader global economy felt the full effect of tariffs on imports?
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Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.
Skyscrapers
Bond Insights

High-yield munis have extra risks and yields are low relative to investment-grade munis. However, investors in higher tax brackets may still want to consider a small allocation if it fits their risk tolerance.
OnInvesting with Kathy Jones & Liz Ann Sonders Global Central Banks Face Uncertain Policy with Robin Brooks Episode 85
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Robin Brooks of the Brookings Institution joins Kathy Jones for a discussion about central bank policy around the world and the status of the dollar.

Chinese equities have surged amid investor optimism about AI innovation and certain government initiatives, despite a slowdown in China's economy.
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On Investing

The Fed finally cuts rates, and Freya Beamish joins the show to discuss evolving labor market dynamics.

Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.

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