Your Money This Week (May 29, 2026) : Stocks, Bonds, Housing, and Inflation: What Matters Now

Stocks had another strong week, with U.S., international, and emerging markets all moving higher. At the same time, bond yields declined modestly, inflation remained elevated, and new housing data raised fresh questions about real estate returns and the way inflation is measured. In this week's Your Money This Week, Andrew and I discuss why a widely cited valuation metric made the front page of the Wall Street Journal, whether investors should be rebalancing after the market's strong run, what slowing home price appreciation means for homeowners, and which economic indicators we're watching most closely as concerns about the consumer continue to build. Topics covered: -Stock market performance and market outlook -Inflation and the latest PCE report -The equity risk premium explained -Rebalancing stocks and bonds -Home prices and housing market trends -Shelter inflation and CPI -Consumer spending, credit card debt, and economic data -Bond yields and fixed income opportunities