Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
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.
Take the Long Way Home: Is Housing Bottoming?
The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.
Rate Cut Coming? Sectors to Watch
Kevin Gordon joins the show to discuss Fed independence and the potential impact of rate changes on various sectors of the economy.
How to Effectively Read Federal Reserve Minutes
Learning to read the Fed minutes effectively can help traders understand the central bank's policy-making process, sentiment, and rate expectations, all of which can impact markets.
Nvidia Earnings Ahead with China, AI Spend in Focus
Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.
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.
Health Care Sector Struggles as Pharma Tariffs Loom
U.S. health care stocks are having their worst year relative to the S&P 500 in years, and the next blow could be pharma tariffs. Still, some retail investors see opportunity.
Inflation: The Heat Is On?
July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.
Q2 Retail Earnings Preview: Demand in Question
Major retailers preparing to report are still facing uncertainty around tariffs' impact on prices and shopper demand. Fresh worries arose after disappointing July jobs data.