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.

Portfolio Strategist Tom Nun assesses the state of the economy and the future direction of Federal Reserve controlled interest rates.

Portfolio Strategist Tom Nun explains what we might expect from new Federal Reserve Chair Kevin Warsh.

Portfolio Strategist Tom Nun analyzes the heir-apparent Federal Reserve Chairman Kevin Warsh and his likely influence on Fed independence and future policy.

Portfolio Strategist Tom Nun discusses the stock market's conflicted reaction to the daily news from the conflict in Iran. 

Portfolio Strategist Tom Nun discusses the economic impacts of the ongoing U.S.-Iran conflict on the financial markets.

Portfolio Strategist Tom Nun discusses the latest trends affecting the economy and the financial markets with particular focus on the ongoing Iran conflict.