US
Stay up to date on commentary related specifically to US markets.
See-Saw Heads Back Down on New China Trade Tension
Volatility spiked and stocks fell as China and the U.S. upped the ante in their trade spat. Big bank earnings looked solid but shares mostly fell. Powell speaks at midday.
Alternative Candidate(s) for Data During Shutdown
With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.
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.
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?
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.
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.
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.
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.
Schwab's Market Perspective: The Inflation Problem
A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.