Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Recent Market Volatility & the Role of Fixed Income
Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.
What Past Fed Rate Cycles Can Tell Us
Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Still, investors instead need to examine what factors are driving the Fed now.
Carry Trade Unwind: Is It Really Over?
Having been warned about the risk, investors now ask if the yen carry trade unwind is complete. Here's how far it might still go.
Trade War 2.0: Should Investors Prepare?
Potential for another trade war fueled by a rise in global protectionist policies has investors revisiting the potential impact on stocks, inflation, and economic growth.
Q2 Surprises and What Could Surprise in Q3
Discover what surprised markets in the second quarter of 2024 and understand the potential drivers of volatility for the third quarter.
Potential Rate Cuts and the Path to Sustainable Growth (With Joe Brusuelas)
Kathy Jones interviews economist Joe Brusuelas from RSM about the pace of growth in the economy and what keeps him up at night.
How Much "Tech" Do You Own?
Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.
Midyear Outlook: The Fed & the U.S. Economy
Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.
Election Risk Returns
A top risk for investors, elections may see a shift from centrist to more populist policy that could slow exports, raise inflation, and increase volatility in the global markets.