Capital Currents - April 5, 2026
Portfolio Strategist Tom Nun discusses the latest trends affecting the economy and the financial markets with particular focus on the ongoing Iran conflict.
Portfolio Strategist Tom Nun discusses the latest trends affecting the economy and the financial markets with particular focus on the ongoing Iran conflict.
Portfolio Strategist Tom Nun discusses the latest trends affecting the economy and the financial markets with particular focus on the escalation of the Iran conflict.
Portfolio Strategist Tom Nun discusses the latest trends affecting the economy and the financial markets.
Marta and Vanessa discuss the risks the Federal Reserve is currently navigating.
Marta and Vanessa discuss the Middle East conflict and its affect on the U.S. economy and markets.
Financial markets are wrestling with AI disruption and renewed tariff uncertainty. Empower Chief Investment Strategist Marta Norton and VP of Financial Insights Vanessa Welch break down what it means for investors.
The January jobs report showed a more resilient jobs market than analysts had anticipated, with 130,000 new jobs created and the unemployment rate dropping to 4.3%. Marta and Vanessa break down this report and its implications for markets in this edition of Taking Stock.
Fed policy is on hold as inflation and jobs data remain worrisome. The data points to lower rates ahead as inflation edges down over the course of 2026. But there are wild cards out there. Marta and Vanessa discuss the various scenarios effecting earnings, jobs, inflation and interest rates in this version of Taking Stock.
This week the Bureau of Labor Statistics released delayed Jobs and inflation reports. The Jobs report showed an uptrend in unemployment to a 4.6% rate, the highest since 2021. The CPI report showed a 2.7% annual rate of inflation, below what economists had expected. Marta Norton breaks down these two reports and what they are telling us about the economy as we turn the corner to 2026.