US
Stay up to date on commentary related specifically to US markets.
Stocks Down, Tracking for Another Losing Week
Stocks resumed their descent, on track for a fourth straight losing week despite oil falling on U.S. efforts to re-open the strait. Treasury yields rose as rate cut odds dried up.
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.
Dire Strait: War's Impact on Stocks
A properly functioning Strait of Hormuz holds the keys to clarity around the growth, inflation, and market shock that has stemmed from the war in the Middle East.
The Short Interest Monitor
This snapshot of stocks with elevated and rising short interest can help traders gauge market sentiment and positioning in key areas of the market.
A Career in Investing: Kathy Jones' Parting Thoughts on the Markets
As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.
Smoke on the Water…Fire Under the Surface
Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.
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.
Cascade: AI's Latest Phase
AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
Jobs Data, Fed Patience & AI's Next Market Shock
Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.