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Stay up to date on commentary related specifically to US markets.
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With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.
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.
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.
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.
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.