Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Is It a Good Time to Consider Japanese Stocks?
Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.
The Delayed Impact of Tariffs
Why hasn't the broader global economy felt the full effect of tariffs on imports?
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.
Uncle Sam Buys Stocks: What Investors Should Know
The U.S. government bought shares of Intel and other companies and made a deal with Nvidia for some of its revenue. What does this mean for investors and for those firms?
Fed's Dilemma: Boost Job Growth or Fight Inflation
As the Fed cuts rates while struggling to balance slowing job growth with inflation concerns, the central bank's independence is being tested. What's the impact on investors?
Is the Chinese Stock Market Rally Sustainable?
Chinese equities have surged amid investor optimism about AI innovation and certain government initiatives, despite a slowdown in China's economy.
Where Do Public & Private Markets Converge? (With Steven Meier)
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.
Will Fiscal Concerns Affect International Stocks?
Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?
The Housing Market Remains Out of Sync
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.
Will a Weak Dollar Enhance International Returns?
International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.