Thoughts on the Market

1066 Episodes

1. Why It’s Time to Be Bullish on European Equities

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

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

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

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

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

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

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

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

   Published: 1/16/2024
10. What’s Next for Money Market Funds?

    Published: 1/12/2024
11. The Path Ahead for Natural Gas and Shale

    Published: 1/11/2024
12. Will Global Oil Markets Surprise In 2024?

    Published: 1/10/2024
13. Are These Gen AI’s Next Big Winners?

    Published: 1/9/2024
14. Will Anti-Obesity Drugs Disrupt the MedTech Industry?

    Published: 1/8/2024
15. Andrew Sheets: Why 2024 Is Off to a Rocky Start

    Published: 1/5/2024
16. Can Japanese Equities Rally in 2024?

    Published: 1/4/2024
17. New Year, New Investment Themes?

    Published: 1/3/2024
18. 2024 U.S. Autos Outlook: Should Investors Be Concerned?

    Published: 1/2/2024
19. End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2

    Published: 12/29/2023
20. End-of-Year Encore: Macro Economy: The 2024 Outlook

    Published: 12/28/2023