US

Stay up to date on commentary related specifically to US markets.

market volatility government policy international sectors

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Stocks Slump as Jobs, Retail Sales Raise Concerns

A private report of accelerating job losses weighed on stocks, while retail sales disappointed and producer prices were near consensus. Markets still price in high rate cut odds.

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Stocks: Less Comfortably Numb

After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.

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The Confidence Map: Navigating Investor Sentiment (With Peter Atwater)

Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.

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Desert Song: Relying on Alt Data for Economic Pulse

While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.

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Markets and Economy

How to Effectively Read the Fed's Beige Book

Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.

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Markets and Economy

Fed Cuts Rates for the Second Time This Year

The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, dissenting votes may cloud the path forward.

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Better Days (for Earnings)

Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.

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Alternative Candidate(s) for Data During Shutdown

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.

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Markets and Economy

5 Under-the-Radar Inflation Gauges

While the Consumer Price Index is closely followed, these five under-the-radar inflation gauges can provide more insight into inflation's trajectory.

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Surveying the Corporate Credit Landscape (With Joel Levington)

Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.

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