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Markets and the Economy
Put recent portfolio performance in context with market themes, our outlook and your goals.
The Weekly Five
Bobbing and Weaving
A tariff-rate reprieve between the U.S. and China this week was greeted by investors as unequivocally positive, though myriad uncertainties remain amid ever-changing trade policy news that renders data difficult to assess.
- What is your view on the temporary trade agreement reached between the U.S. and China, including the implications for growth risks in the U.S.?
- When do you expect that tariff-induced inflation will begin to have a more meaningful impact on U.S. consumers?
- How is the resilient jobs market supporting consumer spending and broader economic growth?
- What is the state of the budget reconciliation bill in Congress, and how are bond markets reacting?
- How have markets reacted to the macro and policy news this week?

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Market Currents
There are many debates in the investment world. These debates tend to generate alarmist headlines and considerable uncertainty among investors looking to position their portfolios for the future. In Market Currents, host Katie Nixon explores arguments on both sides of these debates by separating facts, myths and theories with the help of industry-leading experts. The resulting insights position listeners to put headlines in context with the evidence and make better-informed investment decisions.
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