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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.
Washington Watch
Congress is in recess but will face a scramble in September to fund the government by the end of the fiscal year. Meanwhile, tariffs are about to kick in on 70-plus countries.
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.
Federal Reserve officials leave short-term interest rates unchanged but appear to open the door for a potential rate cut later this year.
On Investing
Kathy Jones and Collin Martin explore leveraged loan market dynamics, recent issuance trends, and TIPS as an inflation hedge.
The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.
On Investing
Kathy Jones and Liz Ann Sonders analyze the latest inflation data, stagnation in the housing market, and other economic trends.
Bond Insights
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.