Thoughts on the Market

1317 Episodes

1. Three Reasons the U.S. Consumer Outlook Remains Strong

   Published: 2/12/2024
2. Rooting for a Positive Rate of Change

   Published: 2/9/2024
3. Trends in the 2024 Credit Landscape

   Published: 2/8/2024
4. Which Geopolitical Events Matter Most to Investors

   Published: 2/7/2024
5. What Japan Can Teach the World About Longevity

   Published: 2/7/2024
6. A Longer Wait for Rate Cuts?

   Published: 2/5/2024
7. Is the Housing Market Back?

   Published: 2/2/2024
8. How Longevity Is Influencing Consumer Spending

   Published: 2/1/2024
9. Is M&A Ready to Bounce Back?

   Published: 2/1/2024
10. Markets Are Ready for More Bonds

    Published: 1/30/2024
11. Opportunities in Corporate Credit for 2024

    Published: 1/30/2024
12. Why It’s Time to Be Bullish on European Equities

    Published: 1/26/2024
13. Will the U.S. Presidential Election Change Fed Policy?

    Published: 1/25/2024
14. What Matters Most to Markets in the U.S. Election

    Published: 1/24/2024
15. Taking the Long View

    Published: 1/23/2024
16. Chasing the End of the Economic Cycle

    Published: 1/22/2024
17. Special Encore: Andrew Sheets: Why 2024 Is Off to a Rocky Start

    Published: 1/20/2024
18. Mexico Nearshoring Keeps Going Strong

    Published: 1/18/2024
19. Three Investment Themes for 2024 and Beyond

    Published: 1/17/2024
20. The Growth Outlook for China’s Tech Sector

    Published: 1/16/2024