US
Stay up to date on commentary related specifically to US markets.
Where Do Public & Private Markets Converge? (With Steven Meier)
Steven Meier, Deputy Comptroller and Chief Investment Officer for the New York City retirement systems, joins the show to discuss capital markets and public finance.
Schwab's Market Perspective: The Inflation Problem
A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.
Pre-Weekend Pause: Rally Slows After Record Highs
The rally paused in what may be profit taking, but indexes remain on pace for weekly gains and posted new record highs yesterday in a broad move ahead of next week's Fed meeting.
Lower Bond Yields: You Can't Get There From Here
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
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.
What's Happening in the Muni Bond Market?
Cooper Howard joins the show to discuss trends and opportunities in the muni bond market.
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.