Thoughts on the Market

1317 Episodes

1. End-of-Year Encore: 2023 Global Macro Outlook - A Different Kind of Year

   Published: 12/30/2022
2. End-of-Year Encore: Global Thematics - What’s Behind India’s Growth Story?

   Published: 12/29/2022
3. End-of-Year Encore: Ellen Zentner - Is the U.S. Headed for a Soft Landing?

   Published: 12/28/2022
4. End-of-Year Encore: U.S. Outlook - What Are The Key Debates for 2023?

   Published: 12/27/2022
5. End-of-Year Encore: U.S. Housing - How Far Will the Market Fall?

   Published: 12/23/2022
6. Andrew Sheets: Which Economic Indicators are the Most Useful?

   Published: 12/22/2022
7. Michael Zezas: Legislation to Watch in 2023

   Published: 12/21/2022
8. Global Thematics: A Breakthrough in Nuclear Fusion

   Published: 12/20/2022
9. Mike Wilson: Have Markets Fully Priced an Earnings Decline?

   Published: 12/19/2022
10. Andrew Sheets: What Will the End of Rate Hikes Mean?

    Published: 12/16/2022
11. Sarah Wolfe: Are Consumers Going to Pull Back on Spending?

    Published: 12/15/2022
12. Global Thematics: Earthshots Take on Climate Change

    Published: 12/14/2022
13. Ravi Shanker: A Bullish Outlook for Airlines

    Published: 12/13/2022
14. 2023 Emerging Markets Outlook: Brighter Days Ahead

    Published: 12/12/2022
15. Andrew Sheets: A More Promising Start to 2023

    Published: 12/9/2022
16. 2023 Chinese Economic Outlook: The Path Towards Reopening

    Published: 12/8/2022
17. Global Thematics: What’s Behind India’s Growth Story?

    Published: 12/7/2022
18. Matt Hornbach: Key Currency Trends for 2023

    Published: 12/6/2022
19. Mike Wilson: Why Did Treasury Bonds Rally?

    Published: 12/5/2022
20. Ellen Zentner: Is the U.S. Headed for a Soft Landing?

    Published: 12/2/2022