Thoughts on the Market

1317 Episodes

1. Michael Zezas: The Global Impact of the Inflation Reduction Act

   Published: 3/1/2023
2. Sarah Wolfe: The Fed Versus Economic Resilience

   Published: 2/28/2023
3. Mike Wilson: Is the Worst of this Earnings Cycle Still Ahead?

   Published: 2/27/2023
4. Andrew Sheets: The Impact of High Short-Term Yields

   Published: 2/24/2023
5. Sustainability: Carbon Offsets and the Issue of Greenwashing

   Published: 2/24/2023
6. U.S. Housing: Is Activity About to Pick Up?

   Published: 2/22/2023
7. Graham Secker: Are European Equities Still Providing Safety?

   Published: 2/21/2023
8. Andrew Sheets: Falling Expectations for Global Equities

   Published: 2/17/2023
9. Daniel Blake: The End of an Era for Japan

   Published: 2/16/2023
10. Michael Zezas: Understanding the Impact of Elections

    Published: 2/15/2023
11. U.S. Consumer: What’s Coming for Spending in 2023?

    Published: 2/14/2023
12. Seth Carpenter: Can Inflation Continue To Come Down?

    Published: 2/13/2023
13. Andrew Sheets: The Complexities of Market Risk

    Published: 2/10/2023
14. Vishy Tirupattur: A Change in Fed Policy Expectations

    Published: 2/9/2023
15. Michael Zezas: The State of U.S. Policy

    Published: 2/8/2023
16. Latin America Economy: The Possibility of Opportunity in 2023

    Published: 2/7/2023
17. U.S. Pharmaceuticals: The Future of Genetic Medicine

    Published: 2/6/2023
18. Andrew Sheets: Where Could Market Strength Persist?

    Published: 2/3/2023
19. Jonathan Garner: Tracking Asia and EM Outperformance

    Published: 2/2/2023
20. Michael Zezas: U.S. Policy and Investment Restrictions on China

    Published: 2/1/2023