Markets and Economy

Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

Earnings on Speed Dial: Why Quarterly Calls Matter

A company's earnings call gives investors a ringside seat, providing insights and perspective that go beyond the numbers. Here's how they work and what to listen for.

Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals

Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.

Dire Strait: War's Impact on Stocks

A properly functioning Strait of Hormuz holds the keys to clarity around the growth, inflation, and market shock that has stemmed from the war in the Middle East.

Markets and Economy

Fed Watch: Can AI Productivity Gain Cut Inflation?

Fed Chair Nominee Kevin Warsh sees AI-fueled productivity keeping inflation down while also helping the economy grow. This theory isn't universally accepted, even at the Fed.

A Career in Investing: Kathy Jones' Parting Thoughts on the Markets

As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.

Smoke on the Water…Fire Under the Surface

Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.

The Fed's Balancing Act for 2026 (With Claudia Sahm)

Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.

Company Earnings

Less Magnificent: Why Mega-Caps Limp Post-Results

Magnificent Seven stocks stumbled after Q4 earnings, continuing a trend and hurting the broad market. Reasons are varied and not likely ending soon, so investor focus is shifting.

Cascade: AI's Latest Phase

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.

Jobs Data, Fed Patience & AI's Next Market Shock

Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.

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