Podcasts about Bond market

Tyler Muir is a professor of finance at UCLA. In Tyler's first appearance on the show, he discusses how he became a leading scholar on quantitative easing, what things the Fed can learn in responding to crises, why QE matters, how QE transformed the bond market, the new "Tyler Rule", QE's role in the COVID Pandemic, and much more. Check out the transcript for this week's episode, now with links. Recorded on January 8th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Tyler Muir on X: @TylerMuir Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Intro 00:01:33 - Tyler's Background 00:08:36 - Financial Crisis and Risk Premium 00:14:40 - Intermediaries and Asset Prices 00:22:18 - QE and Why It Matters 00:28:40 - QE and the Bond Market 00:32:38 - The Tyler Rule 00:37:51 - When Selling Goes Viral 00:41:01 - QE During COVID 00:49:26 - Shrinking the Fed's Balance Sheet 00:55:03 - Outro

Send us a textThis week on He Said, She Said, CNBC Fast Money stars, Guy Adami and Dan Nathan together with Kristen and Jen from The Wall Street Skinny dive into one of the most overlooked market shocks of the year: a massive, seven standard deviation move in the Japanese bond market. Jen breaks down why the long-assumed era of low inflation and easy monetary policy in Japan may be ending—and what that means for global markets. From failed bond auctions to yield curve dislocations, this is a masterclass in sovereign debt and fiscal risk with insights that apply far beyond Japan.The group also debates Netflix's all-cash bid for Warner Bros. Discovery, and why shareholders seem so uneasy about it. Kristen explains the counterintuitive math behind why switching from a stock deal to an all-cash offer actually hurts Netflix's earnings per share, why Wall Street hates uncertainty, and why shareholders have reason to be skeptical M&A won't destroy shareholder value. After all the same Warner Brothers was the target of the catastrophic 2000s AOL-Time Warner merger that is the poster child for M&A gone bad?Finally, the gang touches on gold, silver shortages, and the deeper themes driving flight to hard assets. From gold coins in safes to astrology readings in St. John, it's a whirlwind of macro, M&A, and mayhem—with plenty of jokes (and Dutch oven references) along the way.Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Welcome back to Impact Theory with Tom Bilyeu! In this eye-opening episode, Tom Bilyeu and co-host Drew dive deep into one of the most dramatic shocks to the US stock market in recent history: how shifts in Japan's bond market triggered a breathtaking $1.3 trillion loss in value, rippling across the globe. They break down the complex world of Japanese debt, explain the notorious "yen carry trade," and explore why rising interest rates forced investors to panic sell, collapsing asset prices everywhere. Using relatable analogies—from pizza shop owners to kids borrowing money from mom and dad—Tom Bilyeu makes sense of why these macroeconomic tremors affect real people and their everyday finances. Not only do the hosts tackle the domino effect in crypto markets and stocks like Nvidia, but they dig into psychological factors driving market panics, how margin trading can lead to instant losses, and why diversification is a smart strategy in uncertain times. Whether you're navigating your first investment or wondering if you should stuff your cash under the mattress, this episode arms you with the mental frameworks and practical insights to protect your financial future in a world where monetary order feels increasingly fragile. Tune in to get clear, actionable advice and a global perspective on what's really happening—and what you can do next. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation, Liz Ann Sonders and Kathy Jones discuss the current state of the markets, focusing on the implications of tariffs, global economic influences, and the dynamics of the bond market. They explore evergreen strategies for navigating market volatility, emphasizing the importance of disciplined investment approaches. The discussion also touches on inflation expectations, the Federal Reserve's policies, and insights into the potential risks and opportunities for investors.You can read Kathy and Collin's article about the fixed income markets here: "The Bond Market in 2026: What Could Go Wrong?"On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Currency trading is speculative, very volatile and not suitable for all investors.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions(0126-1900) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Natalie Westerbarkey and Thorsten Guthke analyse how the EU's Market Integration and Supervision Package could reshape trading, clearing, settlement, and digital bond markets.

Bryan Pascoe, Andy Hill, Natalie Westerbarkey, and Irene Rey examine evolving market structure, resilience, and digitalisation trends shaping bond markets over the next decade.

The Rate Update — Live Mortgage Rates & Market BreakdownStop guessing from headlines.Every day we pull real pricing from 30+ lenders to show what you actually qualify for — plus lock vs. float guidance and a clear breakdown of Fed, CPI, Jobs, MBS, and the 10-Year Treasury.Transparent. Data-driven. No hype.

The catastrophe bond market broke numerous records in 2025, as issuance soared to new heights. Insurance and reinsurance sponsors of cat bonds came to market in their droves, lifting the number of new catastrophe bond deals tracked by Artemis.bm to a new record in 2025, cementing the instruments role as both reinsurance and investment strategy.

America and Europe are drifting apart, not just politically, but philosophically. In this episode, we dig into the consequences of that split, comparing today's transatlantic rupture to one of the most overlooked geopolitical divorces of the 20th century: China's break from the Soviet Union in the 1960s. We explore how competing worldviews, liberal restraint versus autocratic power are reshaping global alliances, leaving Europe disoriented and exposed. Drawing on history, geopolitics and economics, we ask whether this moment marks the true end of Pax Americana, and whether it's permanent. Then we turn to the other pressure building quietly beneath the surface: debt. With sluggish growth, soaring deficits and rising bond yields, are the bond vigilantes about to make a comeback? From France to the US, we unpack why fiscal stress, not inflation, may be the real economic story of the next two years.Bonus segment: In partnership with IBEC, we look ahead to Ireland's EU presidency and ask how Irish business can position itself in a world defined by geopolitical fracture, fiscal strain and intensifying competition, from AI and infrastructure to talent, trade and resilience.History, power, money, and the fault lines that matter next. Hosted on Acast. See acast.com/privacy for more information.

Warren Pierson, co-chief investment officer at Baird Funds, says that investors should be concerned with factors like rate cuts, the independence of the Federal Reserve, sticky inflation and more, but in spite of all of those factors, "We still see good value in the bond market ... and investors don't have to take a lot of risk to get that value." He discusses how to unlock that value and much more in the Big Interview. On the stock market front, Lawrence McMillan, president of McMillan Analysis and editor of the MarketWatch Options Trader, says he is bullish about stocks right now, with most technical indicators pointing upward. McMillan does expect the market to broaden out and says volatility may increase but so long as the VIX volatility index doesn't show too much stress, he thinks the rally can continue. The Book Interview today makes a rare foray into fiction, as author Frank Hamlin discusses his novel, "Skinny Dipping at Low Tide: A Saga of Squeezed Shorts, Shattered Dreams, and Embarrassing Riches" The book, released today, is fashioned loosely on GameStop and other meme stock situations — Hamlin was working at GameStop when it became a popular meme stock — and delves into what happens on the inside of a company when its stock goes viral and the fortunes of investors seem disconnected from business operations and tied entirely to sentiment.

Brian just launched his own evergreen fund, 1971 Capital and gives his 2025 market recap, covering the best performing assets among metals, Bitcoin and equities. We also discuss his thoughts on the future of bitcoin, gold, the equity market and the direction of interest rates. ** This podcast is not financial advice, it is for informational purposes only ** 0:00:    Opening sequence 4.30:    Moving to Dubai 12.00:  The decision to open the "1971 Capital Fund" 18.00:  Brian's thoughts on money and wealth 27.00:  The 4-year Bitcoin cycle, the move of gold, and if the past is indicative of the future 35.00:  The similarities of Bitcoin and Gold 45.00:  Have you missed investing in Bitcoin? 51.00:  Fear/Greed Index and transfer from early adopters to retail/funds 56.00:  Recent performance of Ethereum and other Alt-coins 1.03.00:  NFTs & Stablecoins 1.13.00:  US Stock Market Performance, NVDA, Tesla and the AI Trade 1.20.00:  Brian's thoughts on the Bond Market and the future of interest rates 1.24.00:  The future of housing affordability   Brian's amazing substack: https://1971capital.substack.com/   Until next time, love and good vibes.   Podcast Website: https://enterthelionheart.com/ Check out the latest episode here: Apple Podcast: https://podcasts.apple.com/us/podcast/enter-the-lionheart/id1554904704 Spotify: https://open.spotify.com/show/4tD7VvMUvnOgChoNYShbcI #crytpo #bitcoin #etherium #economics #entrepreneurship #investing #dollar #inflation

Higher interest rates have ushered in an era where income opportunities abound. That's following years of parched cash flow streams and low rates, especially in fixed income. However, risks like stubborn inflation and elevated stock valuations exist. Morningstar researchers believe it's important to identify income opportunities that could be resilient in today's market. Dominic Pappalardo, chief multi-asset strategist for Morningstar Wealth, joined Investing Insights to discuss where to look.Editor's note: The host misspoke when referring to Morningstar Holland's chief European market strategist. His name is Michael Field.Income Investing Strategies for 2026: Maximizing Yield in an Uncertain MarketOn this episode:00:00:00 Welcome00:01:33 Income investing in 202600:04:02 Bond market breakdown: short, intermediate, or long term?00:07:39 Global bonds and hedging strategies00:13:27 Equity Opportunities Beyond the US00:15:31 REITs vs Utilities00:17:14 Building Resilient Income Streams  Watch more from Morningstar:All in on Magnificent 7? Where You Should Invest Next9 Top ETFs for Income Investors That Stood Out in 2025Where to Invest in 2026 After This Year's Market Volatility Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the BBC World Service: After a rocky 2025, many analysts expect a similarly unsettled 2026. Plus, a new study indicates faster weight gain after quitting GLP-1 drugs, and X has failed to meet a deadline to address explicit content generated by its AI chatbot Grok.

From the BBC World Service: After a rocky 2025, many analysts expect a similarly unsettled 2026. Plus, a new study indicates faster weight gain after quitting GLP-1 drugs, and X has failed to meet a deadline to address explicit content generated by its AI chatbot Grok.

Doubleline's Jeff Sherman lays out opportunities in equities and the bond market despite elevated geopolitical risks. Then, the head of Amazon Devices and Services, leading products like Alexa, Ring and Fire TV. Unveiling new AI features at CES. Plus, it could shape up to be the year of the robot. A closer look at new humanoid bots powered by Google, Nvidia and AMD. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Joanne Bianco gives her key takeaways from trading in 2025, focusing on fixed income. She thinks that the bond market will continue to act as a stabilizer in 2026, arguing that U.S. economic resilience is boosting corporate earnings, which in turn is boosting corporate bonds. Joanne covers the world of fixed-income ETFs and why traders might be interested in using them.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The key word from the Fed minutes is “some” members wanted to hold rates where they were, says Charles Schwab's Collin Martin. He anticipates the Fed going on hold for a while, with one or two cuts in 2026. He recaps the great year for the 2025 bond market and believes “returns can be positive again” for 2026, but perhaps not at the same magnitude. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes, Financial Ratios.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

In this podcast, Lord Abbett Portfolio Manager Dan Solender examines the factors likely to drive municipal-bond market performance in the year ahead.

Market volatility has left its imprint in 2025. Turbulence from tariffs, tech, and more have shaken investors' confidence at times. Many folks looked for safety during those down periods. Yet, the US stock market overall has delivered a strong performance. So, who are the leaders and laggards as this year comes closer to wrapping up? And what should you watch with 2026 fast-approaching? Morningstar Indexes strategist and columnist Dan Lefkovitz has examined this year's investment performance.5 Investing Surprises From 2025On this episode:00:00:00 Welcome00:02:10 Market volatility ebbed and flowed in 2025. How volatile was the US stock market this year compared to recent years? 00:03:10 What has driven the volatility this year? 00:04:42 During these down periods, where did investors hide or seek safety? 00:05:39 Let's zoom in on the investment leaders and laggards this year. What areas are outperforming, and which ones are underperforming? 00:06:43 You research the performance of investment factors which can drive risk and return. What has been the leading factor this year, and why?00:07:21 Leadership changed throughout the year. What caused those changes? 00:08:26 Q4 will end in a few weeks. What areas should investors watch as we head into 2026? 00:10:12 We've discussed market volatility in 2025. What takeaways can we bring with us into the new year?  Watch more from Morningstar:Why Betting Against Nvidia in the AI Arms Race Could Be a MistakeHere's What Your Retirement Spending Rate Should Be in 2026How ETFs Help You Cut Your Tax Bill Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our guest on the podcast today is Lyle Fitterer, a senior portfolio manager and co-lead on the municipal bond sector for Baird Advisors. He has 36 years of experience managing bond portfolios. Prior to joining Baird in 2019, he served as the co-head of global fixed income and the head of the municipal fixed income team as Wells Fargo Asset Management. Lyle obtained his undergraduate degree in accounting from the University of North Dakota. He earned the chartered financial analyst designation in 1996 and is currently a member of the CFA Institute and the CFA Society of Milwaukee.BackgroundBioBaird Short-Term Municipal Bond Fund BTMIXBaird Strategic Municipal Bond Fund BSNIXBaird Quality Intermediate Municipal Bond Fund BMBIXBaird Core Intermediate Municipal Bond Fund BMNIXBaird Municipal Bond Fund BMQIXMuni-Bond Funds“The New Allure of Muni Bond Funds. Two Pros Point the Way,” by Debbie Carlson, barrons.com, Aug. 21, 2025.“Fitterer: Muni Bond Market Offers Compelling Opportunities,” Podcast with Chuck Jaffe, bairdassetmanagement.com, July 29, 2025.“Muni Bonds Aren't Just for Rich Folks,” by Jeff Schlegel, fa-mag.com, Nov. 1, 2024.“Muni Bonds Are Looking Better,” by Elizabeth Foos, Morningstar.com, Oct. 28, 2025.OtherVanguard Tax-Exempt Bond Index Fund ETF Shares VTEBVanguard Tax-Exempt Bond Index Fund Admiral Shares VTEAX“In Wreckage of Muni Market Crash, Brave Investors Eye Bonds at 90% Yields,” by Amanda Albright, advisorperspectives.com, March 25, 2020. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3388: Robert Farrington outlines how international bonds can offer valuable diversification to a portfolio, especially when U.S. markets falter. While foreign bonds bring potential for growth and currency advantage, they also carry unique risks, making thoughtful allocation and rebalancing essential for long-term investors. Read along with the original article(s) here: https://thecollegeinvestor.com/33391/international-bonds/ Quotes to ponder: "Rather than buying the bonds of some country directly, which can be complex, you can invest in foreign bonds through mutual funds and ETFs." "The global bond market is far larger and more liquid than the global stock market." "Foreign bonds denominated in the issuing country's currency (i.e., U.K. bonds in British pounds) will have an inverse correlation with the dollar." Episode references: Total International Bond ETF (BNDX): https://investor.vanguard.com/investment-products/etfs/profile/bndx LearnBonds: https://www.learnbonds.com Total World Bond ETF (BNDW): https://investor.vanguard.com/investment-products/etfs/profile/bndw Learn more about your ad choices. Visit megaphone.fm/adchoices

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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3388: Robert Farrington outlines how international bonds can offer valuable diversification to a portfolio, especially when U.S. markets falter. While foreign bonds bring potential for growth and currency advantage, they also carry unique risks, making thoughtful allocation and rebalancing essential for long-term investors. Read along with the original article(s) here: https://thecollegeinvestor.com/33391/international-bonds/ Quotes to ponder: "Rather than buying the bonds of some country directly, which can be complex, you can invest in foreign bonds through mutual funds and ETFs." "The global bond market is far larger and more liquid than the global stock market." "Foreign bonds denominated in the issuing country's currency (i.e., U.K. bonds in British pounds) will have an inverse correlation with the dollar." Episode references: Total International Bond ETF (BNDX): https://investor.vanguard.com/investment-products/etfs/profile/bndx LearnBonds: https://www.learnbonds.com Total World Bond ETF (BNDW): https://investor.vanguard.com/investment-products/etfs/profile/bndw Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3388: Robert Farrington outlines how international bonds can offer valuable diversification to a portfolio, especially when U.S. markets falter. While foreign bonds bring potential for growth and currency advantage, they also carry unique risks, making thoughtful allocation and rebalancing essential for long-term investors. Read along with the original article(s) here: https://thecollegeinvestor.com/33391/international-bonds/ Quotes to ponder: "Rather than buying the bonds of some country directly, which can be complex, you can invest in foreign bonds through mutual funds and ETFs." "The global bond market is far larger and more liquid than the global stock market." "Foreign bonds denominated in the issuing country's currency (i.e., U.K. bonds in British pounds) will have an inverse correlation with the dollar." Episode references: Total International Bond ETF (BNDX): https://investor.vanguard.com/investment-products/etfs/profile/bndx LearnBonds: https://www.learnbonds.com Total World Bond ETF (BNDW): https://investor.vanguard.com/investment-products/etfs/profile/bndw Learn more about your ad choices. Visit megaphone.fm/adchoices

What should investors expect from the U.S. economy next year? What will happen in the equities markets and fixed income markets? On this 2026 Market Outlook episode,  Liz Ann Sonders, Schwab's chief investment strategist, speaks with Kevin Gordon, head of macro research. Liz Ann and Kevin discuss their perspective on the direction of the U.S. economy and stock market. She and Kevin cover the K-shaped recovery, inflation trends, the impact of AI on capital expenditure, and the implications of fiscal stimulus on federal debt.Then, Liz Ann Sonders discusses the equities outlook for 2026, focusing on consumer confidence, the impact of the presidential election cycle, and the potential for volatility. Finally, Kathy Jones is joined by Cooper Howard and Collin Martin for the outlook on municipal bonds, corporate bonds, U.S. Treasuries, and the overall fixed income markets.You can read all of Schwab's 2026 Market Outlook reports on our website:Read Cooper Howard's 2026 Municipal Bond Outlook.Read Collin Martin's 2026 Corporate Credit Outlook.Read Kathy Jones's 2026 Treasury Bonds and Fixed Income Outlook.Read Liz Ann Sonders and Kevin Gordon's 2026 Stocks & Economic Outlook.Read Michelle Gibley's 2026 International Stocks & Economy Outlook.On Investing is an original podcast from Charles Schwab.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Preferred securities are a type of hybrid investment that share characteristics of both stock and bonds. They are often callable, meaning the issuing company may redeem the security at a certain price after a certain date. Such call features, and the timing of a call, may affect the security's yield. Preferred securities generally have lower credit ratings and a lower claim to assets than the issuer's individual bonds. Like bonds, prices of preferred securities tend to move inversely with interest rates, so their prices may fall during periods of rising interest rates. Investment value will fluctuate, and preferred securities, when sold before maturity, may be worth more or less than original cost. Preferred securities are subject to various other risks including changes in interest rates and credit quality, default risks, market valuations, liquidity, prepayments, early redemption, deferral risk, corporate events, tax ramifications, and other factors.Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Schwab Center for Financial Research does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guaranteeThere are risks associated with investing in dividend paying stocks, including but not limited to the risk that stocks may reduce or stop paying dividends.Bank loans typically have below investment-grade credit ratings and may be subject to more credit risk, including the risk of nonpayment of principal or interest. Most bank loans have floating coupon rates that are tied to short-term reference rates like the Secured Overnight Financing Rate (SOFR), so substantial increases in interest rates may make it more difficult for issuers to service their debt and cause an increase in loan defaults. A rise in short-term references rates typically result in higher income payments for investors, however. Bank loans are typically secured by collateral posted by the issuer, or guarantees of its affiliates, the value of which may decline and be insufficient to cover repayment of the loan. Many loans are relatively illiquid or are subject to restrictions on resales, have delayed settlement periods, and may be difficult to value. Bank loans are also subject to maturity extension risk and prepayment risk.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). Bloomberg or Bloomberg's licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg's licensors approves or endorses this material or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.(1225-KGJB) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed just ended Quantitative Tightening without telling you why. The truth? Foreign buyers are walking, debt is exploding, and the dollar is being sacrificed. Now we're headed straight into QE, currency devaluation, and global loss of trust in the dollar.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

Janet Rilling expects the yield curve to continue to steepen into 2026 as the Fed holds down the front end and the market “controls the rest.” She reviews the bond market's moves this year and how fixed income had “quite a good year.” However, she urges caution around some corporate credit segments and breaks down some of the AI capex. She's finding opportunity in “global government bonds” creating a “higher yield break-even spread.”======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

This episode features a conversation between Mark Granville, Head of Education at ICMA and Emma Thomas, Secretary to ICMA's Artificial Intelligence in Capital Markets (AICM) Working Group. They discuss the origin of the group, why it was created, and how it focuses on regulatory engagement, market-relevant AI implementations, and responsible standards. Further exploring how AI is being adopted across the bond lifecycle, where the biggest efficiency gains are emerging, and how firms should navigate the growing regulatory agenda, they also discuss the risks and limitations of AI, the importance of responsible use, and why upskilling is becoming essential across the industry. A practical, grounded view of how AI is reshaping workflows, risk considerations and future capabilities in capital markets.

Global bond yields rise amid complicated pictures in the USA and Japan. Treasurys saw yields rise on stronger U.S. jobs data, while deepening expectations of a rate hike by the BOJ sees JGB prices fall. Elsewhere, Netflix has reportedly won the battle over Warner Bros Discovery; and Meta shares rise on reports the company is planning sweeping cuts to its ‘metaverse' unit, a former darling of CEO Mark Zuckerburg.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

- Japan's Bond Market and the Carry Trade (0:10) - Impact on US Treasury Rates and Trump's Debt Refinancing Plan (5:46) - China's Gold Purchases and US Treasury Debt (8:16) - Challenges in Building Microchip Factories in the US (11:51) - Education and Health Reforms in the US (19:13) - The Role of Big Tech and Government Favoritism (28:38) - The Decline of US Innovation and Competitiveness (32:52) - The Importance of Health and Nutrition (39:43) - The Role of Brighteon and Health Ranger Store (40:07) - Updates on Brighteon and Health Ranger Store (46:15) For more updates, visit: http://www.brighteon.com/channel/hrreport  NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

This week on Facing the Future, we'll check in on the economy and the bond market with Heather Long, chief economist at Navy Federal Credit Union. She recently wrote a paper for the Peter G. Peterson Foundation titled, “Welcome to the New Era of U.S. Debt Where the Bond Market is King.”

UK Finance Minister Rachel Reeves will present her second annual budget to parliament this Wednesday, promising to plug a spending gap of at least £30 billion (€30.4 billion). Reeves has been under pressure both from her Labour Party backbenchers and investors to deliver a financial plan that delivers on her campaign promises, while shoring up public finances. We take a closer look in this edition.

Our guest this week is our colleague, Eric Jacobson. Eric is a senior principal for fixed-income strategies on Morningstar's Manager Research team. He focuses on a variety of taxable, tax-exempt, and nontraditional managed strategies. He covers some of the key asset managers, he publishes thought leadership, and he is a member of the Morningstar Medalist Ratings Committee. Eric joined Morningstar in 1995 as a closed-end fund analyst and also had a stint on Morningstar Indexes, where he helped launch our original Bond Benchmark Suite. Before Morningstar, Eric worked at Kemper Financial Services. He is also a proud graduate of the University of Wisconsin-Madison.Show NotesBackgroundBioBond Market and Semiliquid Funds“Why the Bond Market Is Fertile Ground for Active Management,” by Eric Jacobson, Morningstar.com, Aug. 28, 2025.“6 Critical Lessons for Bond Investors,” by Eric Jacobson, Morningstar.com, Dec. 26, 2023.“How to Measure Your Fund's Liquidity Risk,” by Brian Moriarty, Morningstar.com, Oct. 21, 2025.“New Ratings Reveal Challenges for Semiliquid Funds,” by Bryan Armour, Morningstar.com, Nov. 12, 2025.Other“Eurozone Debt Crisis: Causes, Consequences, and Solutions (2008-2012),” by Daniel Liberto, Investopedia.com, Sept. 29, 2025.“Automotive Industry Crisis of the 2000s,” by Kerry Skemp, ebsco.com.“When It Comes to Bonds, Don't Be a Hero,” by Christine Benz, morningstar.com, Oct. 6, 2025.Bill GrossDan Fuss Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rachel Reeves' long-awaited budget is looming, as some speculate that bond markets could force her to revise it. Plus: The former leader of Reform UK in Wales has been sentenced to 10 years in prison for accepting Russian bribes. With Michael Walker, Aaron Bastani, Jayati Ghosh & Carole Cadwalladr.

In this episode, we will explore how abandoned 401(k) plans can quietly drain your long-term wealth and we'll talk about the simple steps you can take to track down that lost money and put it back to work.Today's Stocks & Topics: Builders FirstSource, Inc. (BLDR), Gartner, Inc. (IT), Meta Platforms, Inc. (META), Market Wrap, “The Forgotten 401(k): Are You Leaving Money on the Table?”, I-R-As, Warner Bros. Discovery, Inc. (WBD), The Bond Market, Texas Instruments Incorporated (TXN).Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Meet the money men with Britain's future in their hands.*Next week Rachel Reeves will deliver her budget and, for all the talk of fiscal rules, headroom and tax rises, there is a higher power she must contend with. When the Chancellor goes for meetings in the City, she is rarely introduced to the people whose job it is to press the button on buying or selling several hundred million pounds' worth of gilts. It is to these people that we have been speaking in the run-up to the Budget. You would not guess that they wield political power, but for them politics is not personal. They approach it with blunt, professional interest, seeing opportunity in chaos. And if Reeves thinks she can rely on their support, she's wrong: the bond vigilantes.Read: Meet the bond market vigilanteshttps://www.newstatesman.com/business/economics/2025/11/meet-the-bond-market-vigilantesLISTEN AD-FREE:

We discuss growth and inflation outlooks, labor market risks, the Fed's evolving policy stance, and explain why sometimes the absence of market movement is the biggest clue of all.

Goldman Sachs is on track to notch its best performance in the global deals market in 24 years. Plus, what UK gilt markets are looking for after Friday's selloff, and how Spain's deficit is set to fall below Germany's for the first time in two decades. And, the government shutdown has posed complications for US economic data collection. Mentioned in this podcast:Goldman Sachs on brink of best M&A performance in 24 yearsUK politics as it happened — Gilts sell off on tax plan U-turnUS economic outlook obscured by shutdown-triggered data gapSpain's deficit to fall below Germany's for the first time in two decadesUK to launch first lead poisoning screening study of children after FT investigationToxic legacy: uncovering the threat of lead poisoningToday's FT News Briefing was produced by Julia Webster, Sonja Hutson, and Marc Filippino. Our show was mixed by Alexander Higgins. Additional help from Peter Barber. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

In this week's episode of WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss the lingering economic impact of the U.S. government shutdown and why a lack of crucial inflation and jobs data is making the outlook murky for the Federal Reserve. Next, Nvidia is set to report its third-quarter earnings this week. And Morgan Stanley estimates that only half of the roughly $3 trillion in global data center spending through 2028 could be funded by projected cash flows. So how are tech companies going to fund the rest?  Then after the break, Telis is joined by Guy LeBas, chief fixed income strategist at wealth management and investment banking firm Janney Montgomery Scott, to explore how the AI revolution will be financed. Oracle, Meta and Google parent Alphabet have made bond offerings valued in the tens of billions. LeBas explains that the trillions needed to help fund data centers will force tech hyperscalers to issue massive new debt, potentially increasing the size of the corporate bond market by 20% a year. And he talks about whether the AI bubble could find its way into the bond market. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. As we look ahead to 2026, what major economic, markets or finance question is top of mind for you? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Who Will Pay for the AI Revolution? Retirees Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? Meta Finishes Jumbo Bond Sale; Yield Climbs While Stock Slides BlackRock Among Biggest Investors in Meta's Giant Data-Center Debt Deal AI Borrowing Floods Debt Markets Big Tech Is Spending More Than Ever on AI and It's Still Not Enough Oracle's $18 Billion Bond Sale Meets Strong Investor Demand For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.  Follow Gunjan Banerji here and Telis Demos here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

US government shutdown nears an end as House approves funding deal, European carmakers and other industrial companies continue to face “devastating” chip shortages, and Scotland has been handed the same credit rating as the UK, in a boost to Edinburgh as it plans to launch an inaugural bond sale. Plus, an increasing number of wealthy Chinese people are trying to set up family offices and secure residency in the Gulf, rather than Singapore. Mentioned in this podcast:US government shutdown nears an end as House approves funding dealEurope's carmakers face ‘devastating' chip crisis as Nexperia supply crunch continuesScotland handed same credit rating as UK ahead of debut ‘kilts' saleWealthy Chinese sidestep Singapore for DubaiUS mints last penny after Trump killed coinCredit: Myles McCormickToday's FT News Briefing was produced by Lulu Smyth Victoria Craig, Sonja Hutson, and Marc Filippino. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann, Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

When veteran macro analyst Luke Gromen joins Jim Iuorio and Bobby Iaccino on Futures Edge, you know it's going to get real. From China's dominance in rare earths to the Fed's quiet monetary pivots, Luke breaks down why the U.S. financial system is at a breaking point — and what assets (like gold and Bitcoin) might actually survive it.In this episode, - Is America “screwed”?- Why the bond market's days are numbered- How decades of offshoring reshaped the middle class- The silent war between Treasury policy and real assets- Bitcoin vs. Gold: Which wins in the next liquidity cycle?This is one of the most insightful macro conversations you'll hear this year — equal parts sobering and sharp.Timestamps:00:00 Introduction and Context of the China Trade Deal01:52 The Impact of China on the U.S. Economy04:37 Quantitative Easing and Its Implications07:27 Bitcoin vs. Gold: A Comparative Analysis11:18 The Future of Gold and Bitcoin in Investment Portfolios14:23 Political Implications for Bitcoin and Gold18:15 Risks and Challenges Facing Bitcoin26:10 Crypto Community and Political Influence27:27 Tech Stocks and China Ownership28:05 US-China Trade Relations and Tech Stocks31:42 Gold and Bitcoin as Safe Havens34:11 AI and the Tech Bubble40:57 Future of the Federal Reserve43:30 Impact of AI on Employment and EconomyFollow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/

In lieu of data from the Bureau of Labor Statistics, Liz Ann Sonders and Kathy Jones discuss the latest jobs report from ADP. Liz Ann addresses some recent yips in the equity market related to earnings season, and Kathy speculates on what the latest economic data means for the Fed. They also analyze the shift towards sustainable investments and away from "zombie" companies, reflecting market churn and rotation.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Small-cap investments are subject to greater volatility than those in other asset categories.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1125-690G) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

ProShares' Simeon Hyman says the bond market's unexpected reaction to the Fed's rate cut is a 20-year anomaly. Despite this, Hyman remains optimistic about the equity market, citing strong earnings growth and a potential broadening of the rally. He advises investors to consider equity income strategies that can provide a buffer against market volatility without sacrificing upside potential. Hyman also addresses concerns about an A.I. bubble.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In today's episode, we're honored to have Bill Addiss, a bond market veteran with over 40 years of trading experience, breaking down the most important developments in the bond world.

Andy Burnham recently said that the government is ‘in hock to the bond markets', and the political turbulence of the past few years, not least the downfall of Liz Truss following her ‘mini-budget', would seem to back this up. But the bond markets are only part of the picture: the actions of the Bank of England and the fiscal rules a government sets for itself also play significant roles in the decisions a chancellor can make. In this episode James is joined by former Bank of England chief economist Andy Haldane and Daniela Gabor, professor of economics at SOAS, to consider why governments are so afraid of ‘bond vigilantes' and the increasing influence of central banks on policy since the financial crisis of 2008. Should the Bank of England remain independent? And what room for manoeuvre does Rachel Reeves have in her budget next month? Read more on politics in the LRB: ⁠https://lrb.me/lrbpolitics⁠ From the LRB Subscribe to the LRB: ⁠⁠https://lrb.me/subslrbpod Close Readings podcast: ⁠https://lrb.me/crlrbpod⁠ LRB Audiobooks: ⁠https://lrb.me/audiobookslrbpod⁠ Bags, binders and more at the LRB Store: ⁠https://lrb.me/storelrbpod⁠ Get in touch: podcasts@lrb.co.uk

This week, Collin Martin sits in for Liz Ann Sonders. Kathy Jones and Collin discuss the upcoming Consumer Price Index (CPI) report and the Federal Reserve's anticipated interest rate cut. They analyze the current state of the credit markets, particularly focusing on recent defaults and the implications for high-yield bonds. The discussion also covers the demand dynamics in private-versus-public credit markets and the potential risks associated with high-yield investments. Finally, they look ahead to upcoming economic indicators and the challenges posed by a lack of data.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.High-yield securities and unrated securities of similar credit quality (junk bonds) are subject to greater levels of credit and liquidity risks and may be more volatile than higher-rated securities. High-yield securities are considered predominately speculative with respect to the issuer's continuing ability to make principal and interest payments.Investing in alternative investments is speculative, not suitable for all clients, and generally intended for experienced and sophisticated investors who are willing and able to bear the high economic risks of the investment. Investors should obtain and carefully read the related prospectus or offering memorandum, which will contain the information needed to help evaluate the potential investment and provide important disclosures regarding risks, fees and expenses.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Bloomberg US Corporate High-Yield Bond Index- Measures the performance of the US Dollar-Denominated, high yield, fixed-rate corporate bond market. Securities are classified as high-yield if the middle rating of Moody's, Fitch, and S&P is Ba1/BB+/BB+ or below. Bonds from issuers with an emerging markets country of risk, based on Bloomberg EM country definition, are excluded. It is a market-value weighted index.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-02S5) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The A.M. Update delivers a Friday five-pack of stories, including John Bolton's indictment for mishandling classified documents and Mitch McConnell's concerning fall in the Capitol. Jay Jones apologizes for vile texts in Virginia's AG race, while Zohran Mamdani shames Andrew Cuomo in NYC's mayoral debate.   John Bolton, classified documents, Mitch McConnell, Jay Jones, Virginia AG race, Zohran Mamdani, Andrew Cuomo, NYC mayoral race, AOC, Chuck Schumer, economy, bond markets, Apple podcast issues, Kamala Harris book tour, Mark Driscoll, Adam Steen

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes, Financial Ratios.Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands