Show Notes
Mike Townsend joins the show to discuss the political implications of the recent government shutdown and how it might affect the markets.
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Rising yields, inflation, AI spending, and earnings put markets to the test as investors increasingly focus on quality and profitability.
TCW’s Bryan Whalen explains why higher rates and heavy debt issuance are reshaping credit markets and how hyperscalers are financing the AI buildout.
ADP Chief Economist Nela Richardson joins the show to discuss wage growth, AI's impact on jobs, labor market trends, and inflation.
What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.
The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.