Chief Investment Strategist Marta Norton discusses the Federal Reserve's reaction to escalating inflation and AI companies' evaporating free cash flows.

In this week's edition, portfolio strategist Tom Nun discusses how the Fed is viewing recent inflation reports and economic activity.

Empower Chief Investment Strategist Marta Norton breaks down the most recent Consumer Price Index report.

Portfolio Strategist Tom Nun discusses recent events in Iran and how it is affecting the energy markets and the U.S. economy.

Portfolio Strategist Tom Nun discusses the downside of the lack of transparency from both the Federal Reserve and the Trump administration.

Empower Chief Investment Strategist Marta Norton examines the trading and implications of SpaceX's IPO launch.

Portfolio Strategist Tom Nun examines the SpaceX IPO, AI valuations and an unexpectedly strong employment report.

Portfolio Strategist Tom Nun examines the relationship between job creation and artificial intelligence.

Empower Chief Investment Strategist Marta Norton discusses three themes for 2026 and answers three key questions about the second half of the year.

Portfolio Strategist Tom Nun discusses whether the Federal Reserve will be able to cut interest rates in the face of rising inflation.