Government Policy

Understand how policy decisions coming out of Washington may impact financial markets and your investments.

Under-the-Surface Employment Indicators to Watch (With Doug Ramsey)

Liz Ann Sonders interviews Doug Ramsey of the Leuthold Group about the state of the economy and the markets.

Before the Rate Cut, Our View of the Markets

Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?

Focus on Labor: The History & Importance of Employment Data

Liz Ann Sonders and Kathy Jones explain why different employment metrics are vital to understanding the health of the economy.

Recent Market Volatility & the Role of Fixed Income

Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.

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.

What's in the Fed's Toolbox?

What the Fed's monetary-policy tools signal about the market.

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.