Podcast Episodes

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 months, 1 week 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 2 months, 2 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 2 months, 3 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 2 months, 4 weeks 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 3 months, 1 week 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 3 months, 2 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 3 months, 3 weeks 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 4 months ago

The Markets Shrug at Geopolitics, for Now

Episode 74

On this week's episode, Kathy Jones and Liz Ann Sonders discuss the current state of the markets amid geopolitical tensions in the Middle East and the implications for oil prices and overall investor…

Published on 4 months, 2 weeks ago

‘Muddiness’ & Uncertainty in the Markets (With Cameron Dawson)

Episode 73

Kathy Jones and Liz Ann Sonders discuss recent unemployment data, the upcoming Fed meeting, and the performance of the Magnificent 7 stocks. 

Then, Liz Ann Sonders and Cameron Dawson, Chief Investment…

Published on 5 months ago