US

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

market volatility government policy international sectors

Bonds

Bond Markets Reach a Turning Point

Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.

What Is the End Game for Tariffs?

Kevin Gordon joins Kathy Jones to discuss the latest economic indicators, including implications from the latest round of tariffs.

Trends in the Credit Markets

Kathy Jones and Collin Martin explore leveraged loan market dynamics, recent issuance trends, and TIPS as an inflation hedge.

Good Times Bad Times: 2025's Leadership Shifts

The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.

Parsing the Latest Inflation Numbers

Kathy Jones and Liz Ann Sonders analyze the latest inflation data, stagnation in the housing market, and other economic trends.

Bonds

Bonds vs. Bond Funds: Which Is Right for You?

Not sure which to choose? Here are some things to consider about individual bonds vs. bond funds.

Debt, Deficits & One Big Beautiful Bill

Kathy Jones and Liz Ann Sonders discuss the latest tariff news and the implications of the recently passed "One Big Beautiful Bill."

Bonds

Fixed Income: Frequently Asked Questions

Answers to questions investors are asking about Treasury bonds, tax policy, credit quality, and other issues affecting fixed income investments.

Markets and Economy

The Markets Shrug at Geopolitics, for Now

Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.

What's Going On…With Inflation

Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.

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