US
Stay up to date on commentary related specifically to US markets.
Crude Oil, Yields Resume Rallies, Hurting Stocks
After the best day since war began, stocks turned tail early as crude oil and Treasury yields rose. There's no sign of progress toward ending the conflict or reopening the strait.
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.
Fed Holds Rates Steady, Still Sees One Cut in 2026
The federal funds rate will remain 3.5% to 3.75%. The 'dot plot' still projects a single rate cut this year, and the Fed sees slightly stronger economic growth and inflation.
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.
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.
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.