Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Carry Trade Unwind: Is It Really Over?
Having been warned about the risk, investors now ask if the yen carry trade unwind is complete. Here's how far it might still go.
Potential Rate Cuts and the Path to Sustainable Growth (With Joe Brusuelas)
Kathy Jones interviews economist Joe Brusuelas from RSM about the pace of growth in the economy and what keeps him up at night.
How Much "Tech" Do You Own?
Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.
Midyear Outlook: The Fed & the U.S. Economy
Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.
Midyear Outlook: Equities, International & Washington
What can investors expect from the U.S. stock market, the global markets, and the policy landscape in D.C. in the second half of 2024?
Deficits, Debt and Markets: Myths vs. Realities
Historically, the level of U.S. debt has had no correlation with the performance of the stock or bond markets.
How Are Money Market Funds Managed?
Kathy Jones and guests examine the history of money market funds and their attractiveness in the current interest rate environment.
The Fed's Message: Patience and No Change in Interest Rate Policy
Kathy Jones and Liz Ann Sonders discuss this week's Fed meeting and the implications for investors.
With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth)
Kathy Jones interviews economist David Beckworth about the potential role of nominal GDP as an alternate target for the Fed.