Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
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?
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.
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.
Inflation Edges Up: Analyzing the Fed's Next Move
Liz Ann Sonders and Kathy Jones break down the latest CPI data, consider a potential rate cut, and take a look at concentration in the stock market.
Is Delayed Tariff Pain About to Hit U.S. Markets?
Lately the markets and economy have shrugged off tariffs, but that may be changing as new trade deals increase tariffs and companies begin to pass those costs on to consumers.
Tariffs: Is the Worst Behind or Ahead of Us?
Stocks are near record highs despite rising U.S. tariffs. Why have markets seemed to shrug off tariffs lately, and will it last?
Trends in the Credit Markets
Kathy Jones and Collin Martin explore leveraged loan market dynamics, recent issuance trends, and TIPS as an inflation hedge.
Parsing the Latest Inflation Numbers
Kathy Jones and Liz Ann Sonders analyze the latest inflation data, stagnation in the housing market, and other economic trends.