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

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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.

Markets and Economy

Stocks Rebound, but Shutdown, AI Concerns Persist

Stocks broke a seven-session win streak Tuesday as concerns rose about AI profitability and the shutdown's impact on data. Fed minutes are later today with Powell remarks tomorrow.

Markets and Economy

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?

US

AI: Stairway to Heaven or Heartbreaker?

AI technology has the potential to profoundly improve industries and markets, but not without some risks—like valuation and profitability—that investors should be aware of.

Markets and Economy

Fed Cuts Rates, Citing Weakening Job Market

As expected, the Federal Reserve cut its short-term interest rate, citing concerns about slowing job growth. Where Fed policy goes from here is less clear.

US

Every Brea(d)th You Take: Market Concentration Risks

Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.

Markets and Economy

Schwab's Market Perspective: The Inflation Problem

A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.

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.

Bonds

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.

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