Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
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.
Q3 Bank Earnings Preview: Profit Path Uncertain
Big banks begin reporting Tuesday and are expected to benefit from a steeper yield curve, strong trading, and investment banking demand. The profit path ahead is less certain.
Tariff Threats, Layoffs Spark Sharp Pullback
Markets posted their worst loss since April as President Trump threatened China with "massive" tariffs and the federal government began layoffs amid a continued shutdown.
How to decipher the Federal Reserve's Dot Plot
What does the “dot plot” indicate about the direction of interest rates?
Better Half? Biannual Earnings Proposed, Assessed
President Trump again proposed that companies be required to report twice a year rather than every quarter. What are some pros and cons, and how would it affect investors?
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.
The Delayed Impact of Tariffs
Why hasn't the broader global economy felt the full effect of tariffs on imports?
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.