Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals
Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.
Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals
Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.
Fed Holds Rates Steady, Still Sees One Cut in 2026
The federal funds rate will remain 3.5% to 3.75%. The 'dot plot' still projects a single rate cut this year, and the Fed sees slightly stronger economic growth and inflation.
Fed Holds Rates Steady, Still Sees One Cut in 2026
The federal funds rate will remain 3.5% to 3.75%. The 'dot plot' still projects a single rate cut this year, and the Fed sees slightly stronger economic growth and inflation.
Iran War: Potential Impact on Global Equities
The worsening energy shock from the Iran War has raised risks of a more severe crisis. It may resolve quickly, but the longer it persists, the larger the possible economic damage. Asia and Europe are most vulnerable.
Iran War: Potential Impact on Global Equities
The worsening energy shock from the Iran War has raised risks of a more severe crisis. It may resolve quickly, but the longer it persists, the larger the possible economic damage. Asia and Europe are most vulnerable.
Fed Watch: Can AI Productivity Gain Cut Inflation?
Fed Chair Nominee Kevin Warsh sees AI-fueled productivity keeping inflation down while also helping the economy grow. This theory isn't universally accepted, even at the Fed.
Fed Watch: Can AI Productivity Gain Cut Inflation?
Fed Chair Nominee Kevin Warsh sees AI-fueled productivity keeping inflation down while also helping the economy grow. This theory isn't universally accepted, even at the Fed.