Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Fed Cuts Rates, Citing Weakening Job Market
As expected, the Federal Reserve cut its short-term interest rate, citing concerns about slowing job growth. Where Fed policy goes from here is less clear.
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.
Will Fiscal Concerns Affect International Stocks?
Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?
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.
The Housing Market Remains Out of Sync
Liz Ann Sonders and Kathy Jones examine the state of the housing market in terms of real incomes, affordability, and willingness to take on debt.
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.
Nvidia Earnings Ahead with China, AI Spend in Focus
Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.