US
Stay up to date on commentary related specifically to US markets.
US content
On Investing
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?
On Investing
Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.
AI technology has the potential to profoundly improve industries and markets, but not without some risks—like valuation and profitability—that investors should be aware of.
On Investing
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.
Bond Insights
Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
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.
On Investing
Steven Meier, Deputy Comptroller and Chief Investment Officer for the New York City retirement systems, joins the show to discuss capital markets and public finance.
Bond Insights
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.