US

Stay up to date on commentary related specifically to US markets.

market volatility government policy international sectors

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.

Bonds

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.

Markets and 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.

Inflation Edges Up: Analyzing the Fed's Next Move

Liz Ann Sonders and Kathy Jones break down the latest CPI data, consider a potential rate cut, and take a look at concentration in the stock market.

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