Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
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?
Lower Bond Yields: You Can't Get There From Here
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.
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.
Take the Long Way Home: Is Housing Bottoming?
The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.
Rate Cut Coming? Sectors to Watch
Kevin Gordon joins the show to discuss Fed independence and the potential impact of rate changes on various sectors of the economy.
How to Effectively Read Federal Reserve Minutes
Learning to read the Fed minutes effectively can help traders understand the central bank's policy-making process, sentiment, and rate expectations, all of which can impact markets.
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.
What's Happening in the Muni Bond Market?
Cooper Howard joins the show to discuss trends and opportunities in the muni bond market.
Health Care Sector Struggles as Pharma Tariffs Loom
U.S. health care stocks are having their worst year relative to the S&P 500 in years, and the next blow could be pharma tariffs. Still, some retail investors see opportunity.