Making Sense

197 Episodes

1. Research Recap | Some Signs of Cooling in the February Jobs Report

   Published: 3/8/2024
2. What’s The Deal? | Soft Landing? M&A Boom? Unpacking the Global High Yield & Leveraged Finance Conference

   Published: 3/5/2024
3. Market Matters | Data Assets & Alpha Group: A Macroeconomic Approach to Investing, with Fulcrum’s Chief Research Officer

   Published: 2/27/2024
4. Market Matters | FICC Market Structure: Blockchain’s Case for Liquidity

   Published: 2/26/2024
5. Research Recap | China’s Economic Outlook and Policy Pathways for 2024

   Published: 2/23/2024
6. Research Recap | Strategic Investment Themes for 2024

   Published: 2/20/2024
7. Market Matters | Data Assets & Alpha Group: Can US Equities Break Even Higher?

   Published: 2/16/2024
8. What’s The Deal? | What to Expect at the 2024 High Yield & Leveraged Finance Conference?

   Published: 2/15/2024
9. Market Matters | FICC Market Structure: The Future of Electronic Trading

   Published: 2/6/2024
10. Research Recap | Surprising Payroll and Wage Gains in the Latest Jobs Report

    Published: 2/2/2024
11. Market Matters | Data Assets & Alpha Group: Asset Allocation amid Climate Risks, with Fidelity Intl Macroeconomist

    Published: 1/30/2024
12. Research Recap | A Bullish Outlook for Gold in 2024?

    Published: 1/26/2024
13. What’s The Deal? | “Opening with a Bang”: An Update on the European Leveraged Finance Markets

    Published: 1/25/2024
14. What's The Deal? | The Global Economy in 2024: Trends and Surprises with Michael Cembalest

    Published: 1/23/2024
15. What’s The Deal? | Insights from J.P. Morgan’s 42nd Healthcare Conference

    Published: 1/19/2024
16. Research Recap | 2024 Global Inflation Outlook

    Published: 1/17/2024
17. Market Matters | Data Assets & Alpha Group: 2023 Surprises and a Look Ahead

    Published: 1/16/2024
18. What’s The Deal? | A Guide to Navigating 2024 for Corporate Decision Makers

    Published: 1/10/2024
19. Market Matters | Data Assets & Alpha Group: US Macro & Positioning Views - January 2024

    Published: 1/9/2024
20. Research Recap | December Jobs Report Beats Estimates

    Published: 1/5/2024