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Bond Insights
Explore how Fed rate hikes may affect the economy, stocks, bonds, and Treasury yields—and what investors should watch as inflation and growth evolve.
On Investing
ADP Chief Economist Nela Richardson joins the show to discuss wage growth, AI's impact on jobs, labor market trends, and inflation.
AI's labor-market impact remains limited but uneven, as productivity and profits outpace hiring and import-heavy investment dampens U.S. job growth.
On Investing
What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.
On Investing
The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.
Bond Insights
The Federal Reserve hiked rates, and we expect there are more to come. With a hawkish Fed and a resilient economy, long-term yields may stay elevated.
On Investing
What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?
Bond Insights
Municipal bonds might still offer attractive tax-advantaged income and relatively stable credit quality for investors who understand the risks.
On Investing
Housing market expert Ivy Zelman explains why long-term demographic trends could have far-reaching implications for growth and housing demand.