Thoughts on the Market

1317 Episodes

1. Kickstarting the U.S. Mining Industry

   Published: 9/19/2023
2. Seth Carpenter: The ECB, The Fed and Oil Prices

   Published: 9/18/2023
3. Thematic Research: How AI Can Transform Travel Booking

   Published: 9/15/2023
4. Martijn Rats: Why Energy Sector is Attractive Once Again

   Published: 9/14/2023
5. U.S Housing: The Impact of Raising Rates

   Published: 9/13/2023
6. Vishy Tirupattur: U.S. and China on Divergent Paths

   Published: 9/12/2023
7. Global Economy: Fall Outlook for Rates and the Economy

   Published: 9/11/2023
8. Andrew Sheets: A Murky Forecast for Equities and High-Yield Bonds

   Published: 9/8/2023
9. Stephen Byrd: Watch Out for El Niño

   Published: 9/7/2023
10. Michael Zezas: Congressional Return Raises Questions for Markets

    Published: 9/6/2023
11. Mike Wilson: Are Stocks Beginning to Question Economic Resiliency?

    Published: 9/5/2023
12. U.S. Consumer: How U.S. Consumers Are Shopping to Go Back to School

    Published: 9/1/2023
13. Daniel Blake: Japan’s Surge in GDP Growth

    Published: 8/31/2023
14. Energy: Are Europe’s Clean Energy Goals Realistic?

    Published: 8/30/2023
15. Seth Carpenter: The Global Implications of China’s Deflation

    Published: 8/29/2023
16. Vishy Tirupattur: Banking Regulations Could Reduce Available Credit

    Published: 8/28/2023
17. Andrew Sheets: Is the Fed Done Raising Rates?

    Published: 8/25/2023
18. Special: Access & Opportunity Podcast

    Published: 8/24/2023
19. Michael Zezas: What to Expect from Presidential Debates

    Published: 8/23/2023
20. Special Encore: Vishy Tirupattur: Corporate Credit Risks Remain

    Published: 8/22/2023