Podcast Episodes
Back to SearchThe Fed Holds Firm. Can Markets Keep Climbing?
Episode 233
Resilient economic growth, persistent PCE inflation and the Federal Reserve’s decision to hold interest rates steady remain central for investors. Re…
14 hours ago
Earnings Breadth, Oil Risk, and the Flight to Quality
Episode 232
Investors are weighing tighter financing conditions for AI investment, limited earnings breadth, and elevated oil prices against improving Treasury p…
1 week ago
AI Financing Pressures Reshape Equity and Credit Markets
Episode 231
Hotter-than-expected inflation and resilient consumer spending reinforce expectations that interest rates may remain higher for longer. The team exam…
2 weeks ago
The AI Boom Meets Bond Reality
Episode 230
This week, our panel examines persistent inflation pressures, shifting expectations for the Federal Reserve and volatility across the Treasury yield …
3 weeks ago
Credit Sends a Warning as Equities Press Higher
Episode 229
Our experts evaluate softer job creation, persistent PCE inflation, and rising Treasury yields as markets reassess the path of Federal Reserve policy…
4 weeks ago
Rates, Inflation and the Case for Rebalancing
Episode 228
Treasury yields moved sharply higher, creating new headwinds for equities and driving rotation beneath the market’s surface. The team examines how el…
1 month ago
The Fed Shifts Gears: Higher Rates, AI Risks, and What Comes Next
Episode 227
The Federal Reserve raised rates by 25 basis points and signaled that additional increases may follow as inflation remains its primary focus. While t…
1 month, 1 week ago
The Inflation Plot Twist: Markets Rethink Rates as Price Pressures Return
Episode 226
This week’s discussion examines hotter-than-expected inflation readings and their implications for Federal Reserve policy, global interest rates, and…
1 month, 2 weeks ago
Taking Care of Business: Strong Jobs, Cautious Markets, and Municipal Bond Opportunities
Episode 225
This week’s discussion examines a stronger-than-expected August employment report and its implications for the Federal Reserve’s September decision. …
1 month, 3 weeks ago
What Jackson Hole and NVIDIA Earnings Mean for Investors
Episode 224
Kevin Warsh’s first Jackson Hole speech as Fed chair emphasized policy flexibility, a firm 2% inflation target and less reliance on forward guidance.…
2 months ago