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Stay up to date on commentary related specifically to US markets.
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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.
On Investing
Liz Ann Sonders and Kathy Jones examine the state of the housing market in terms of real incomes, affordability, and willingness to take on debt.
The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.
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.
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.