Markets and Economy

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

How to decipher the Federal Reserve's Dot Plot

What does the “dot plot” indicate about the direction of interest rates?

5 Under-the-Radar Inflation Gauges

While the Consumer Price Index is closely followed, these five under-the-radar inflation gauges can provide more insight into inflation's trajectory.

The Delayed Impact of Tariffs

Why hasn't the broader global economy felt the full effect of tariffs on imports?

Surveying the Corporate Credit Landscape (With Joel Levington)

Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.

Uncle Sam Buys Stocks: What Investors Should Know

The U.S. government bought shares of Intel and other companies and made a deal with Nvidia for some of its revenue. What does this mean for investors and for those firms?

AI: Stairway to Heaven or Heartbreaker?

AI technology has the potential to profoundly improve industries and markets, but not without some risks—like valuation and profitability—that investors should be aware of.

Is the Chinese Stock Market Rally Sustainable?

Chinese equities have surged amid investor optimism about AI innovation and certain government initiatives, despite a slowdown in China's economy.

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?