A Season of Moderation in the Year of Boom an...

The housing market is haunted. It’s haunted by the legacy of too-easy monetary policy for well over a decade which allowed prices to vault higher in the post-pandemic boom. It’s haunted by tariffs and immigration policies that are simultaneously raising the cost of home-building ...  Show more

On balance, I don’t believe that the Federal Reserve should have raised interest rates last week. However, I must confess that there was one reference in Chairman Warsh’s press conference that left me distinctly uneasy. He noted that year-over-year inflation rates, as measured by ...  Show more

After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty. (00:14) Kirsten Guerra and Mary Long discuss: - How experiential shopping has lifted Dick’s Sporting Goods. - Two paths forward for Kohl’s. - Why Lemona ...  Show more

The Federal Reserve stands at a crossroads, poised to make its most consequential decision in years. Will rate cuts deliver the economic jolt everyone's hoping for, or are we in for a bumpier ride? Join TCW's David Vick as he sits down with Global Rates experts Jamie Patton an ...

A satisfying career requires that we make thoughtful decisions, through self-reflection and strategic planning. But sometimes (like in 2021) plowing through our jobs day after day is the only thing that feels manageable. A reunion with three guests starts a conversation about the ...  Show more