Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Inside Today's Labor Market: What Jobs Data & AI Are Really Telling Us (With Nela Richardson)
ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.
Key Issues in Washington Overshadowed by War
War is dominating the headlines, but investors should keep an eye on Washington as policymakers grapple with other concerns, from Fed moves to budget fights to regulatory issues.
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 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.
The Fed's Balancing Act for 2026 (With Claudia Sahm)
Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.
What Is a Trade War? What Investors Need to Know
A trade war occurs when countries impose retaliatory tariffs. Learn more about how trade wars begin and how they can impact markets, industries, and investors.
Where Should the Fed Set Rates? Ask Taylor
As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
Geopolitical Risk is Evolving: What You Should Know
Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
Breadth Is Back: What's Powering Markets Beneath the Surface (With Dennis DeBusschere)
Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
A Week of Whiplash: What’s Behind the Market’s Mood Swings?
Kathy Jones and Liz Ann Sonders discuss market volatility, tariffs, Greenland, Japanese bond yields, and some momentum toward precious metals.