Thoughts on the Market

1317 Episodes

1. Have Markets Hit Peak Optimism?

   Published: 1/24/2025
2. Big Debates: How Will M&A and IPOs Drive Markets in 2025?

   Published: 1/23/2025
3. Potential Economic Consequences of Trump’s Executive Orders

   Published: 1/22/2025
4. Asia Outlook 2025: Three Critical Themes

   Published: 1/21/2025
5. The Surge in Bond Yields Likely Doesn’t Present Risk – Yet

   Published: 1/17/2025
6. Should Drop in Fed Reserves Concern Investors?

   Published: 1/16/2025
7. Four Key Investment Themes for 2025

   Published: 1/15/2025
8. Finding Opportunity in AI’s Evolution

   Published: 1/14/2025
9. Big Debates: The State of the Energy Transition

   Published: 1/13/2025
10. Big Debates: The AI Evolution

    Published: 1/10/2025
11. 2025: Setting Expectations

    Published: 1/10/2025
12. Market Implications of Trump’s Agenda

    Published: 1/8/2025
13. What Could Shape the Global Economy in 2025

    Published: 1/7/2025
14. Will 2024’s Weak Finish Extend into the New Year?

    Published: 1/6/2025
15. Lessons to Take Into 2025

    Published: 1/3/2025
16. A Bumpy Road Ahead for Onshoring EVs

    Published: 1/2/2025
17. Special Encore: Will US Tariffs Drive Mexico Closer to China?

    Published: 12/31/2024
18. Special Encore: Uncertainty Surrounds 2025 U.S. Equities Outlook

    Published: 12/30/2024
19. Special Encore: A $10 Trillion Opportunity in US Reshoring

    Published: 12/27/2024
20. Special Encore: Housing, Currency Markets in Focus

    Published: 12/26/2024