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On Investing
Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.
Washington Watch
With U.S.-China tariff hikes "paused," attention turns to massive budget bill.
The April plunge in stocks ushered in a huge washout in investor sentiment, but more so on the attitudinal side as opposed to the behavioral side.
On Investing
Kathy Jones and Collin Martin break down the Fed's current predicament and what the future might hold for interest rates.
The Fed held the federal funds rate steady but noted that the risks of slowing economic growth and higher inflation have risen.
On Investing
Liz Ann Sonders and Dario Perkins of TS Lombard discuss the potential for a recession, the labor market, the Fed's next move, and more.
Bond Insights
Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.
Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.
On Investing
Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.