US
Stay up to date on commentary related specifically to US markets.
Stocks Up: Retail Sales Paint Healthy Picture
August retail sales topped expectations despite slower jobs growth. The Fed meeting starts today, so trading might be featureless as investors await an expected rate cut.
Every Brea(d)th You Take: Market Concentration Risks
Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.
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.
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.