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Weaker Labor Markets Drive a Rate Cut (With Freya Beamish)
Episode 84
Kathy Jones and Liz Ann Sonders analyze the market reactions to this week's quarter-point Fed rate cut. They also look at the implications of the lower rate for the broader market, the particular dyn…
Published on 7 hours ago
Where Do Public & Private Markets Converge? (With Steven Meier)
Episode 83
This week, Liz Ann Sonders and Kathy Jones discuss the recent downward revision in job market statistics, the implications for the economy, and the likelihood of a rate cut next week. They analyze th…
Published on 1 week ago
The Housing Market Remains Out of Sync
Episode 82
In this conversation, Kathy Jones and Liz Ann Sonders discuss the current state of the housing market, the implications of potential Fed policy changes, and the broader economic indicators that could…
Published on 2 weeks ago
Rate Cut Coming? Sectors to Watch
Episode 81
This week, Liz Ann Sonders and Kathy Jones discuss the implications of political pressure on the Federal Reserve, particularly regarding the administration's attempts to influence monetary policy. Th…
Published on 3 weeks ago
What's Happening in the Muni Bond Market?
Episode 80
Liz Ann Sonders and Kathy Jones discuss the implications of the Federal Reserve's annual Jackson Hole meeting, focusing on monetary policy, labor market dynamics, housing market challenges, and the i…
Published on 4 weeks ago
Inflation Edges Up: Analyzing the Fed's Next Move
Episode 79
In this episode, Kathy Jones and Liz Ann Sonders dive into the latest economic data and its implications for the Federal Reserve's policy decisions. They analyze the recent Consumer Price Index (CPI)…
Published on 1 month ago
What Is the End Game for Tariffs?
Episode 78
This week, Kevin Gordon fills in for Liz Ann Sonders while she is on vacation. Kevin and Kathy Jones discuss the current state of the markets, focusing on tariff implications, inflation concerns, lab…
Published on 1 month, 2 weeks ago
Trends in the Credit Markets
Episode 77
On this week's episode, Kathy Jones and Liz Ann Sonders discuss equity earnings season, continuing tariff uncertainty, and the fate of embattled Fed Chair Jerome Powell—emphasizing the importance of …
Published on 1 month, 3 weeks ago
Parsing the Latest Inflation Numbers
Episode 76
In this week's episode, Kathy and Liz Ann discuss the June inflation data, its implications for the market, and the Federal Reserve's policy decisions. They explore the impact of tariffs on inflation…
Published on 2 months ago
Debt, Deficits & One Big Beautiful Bill
Episode 75
On this week's episode, Kathy Jones and Liz Ann Sonders discuss the bond market reaction to the new August 1 tariff deadlines—and what that means for potential Fed policy. They also examine the impac…
Published on 2 months, 1 week ago