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Stay up to date on commentary related specifically to US markets.
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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.
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.
U.S. economic growth slowed decisively in the first half of the year amid concern about rising tariffs, although corporate fundamentals have remained strong.
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.
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.