Lyle Fitterer, senior portfolio manager for the Baird Funds — manager of the Baird Municipal Bond and Baird Strategic Muni Bond funds — says that absolute yields on fixed income looks pretty attractive, but that muni bonds have lagging some other bond types through the beginning of the year, but are poised now for better results in the second half of the year. Selma Hepp, chief economist at Cotality — chairperson of the Business Conditions Survey for the National Association for Business Economics — says that the July survey released today shows that corporate economists have reduced the odds that there's a recession moving forward, but noted that their employers are taking a more cautious approach as they deal with elevated costs in light of tariff changes and other policies. Kyle Guske, analyst at New Constructs, revisits SunRun as a pick in the Danger Zone, noting that the stock bas been cut dramatically after a huge decline in value, but recently has had a bounce from new lows that is setting up buyers for the next big decline. Plus, in the Market Call, Patrick Healey, founder/president of Caliber Financial Partners, talks about stocks and finding a dynamic balance in current conditions.