Thoughts on the Market

1317 Episodes

1. Mike Wilson: Pricing a More Hawkish Fed

   Published: 1/18/2022
2. Andrew Sheets: Adjusting to a New Fed Tone

   Published: 1/14/2022
3. Michael Zezas: The Fed’s Tough Job Ahead

   Published: 1/13/2022
4. Special Episode, Pt. 2: Long-Term Supply Chain Restructuring

   Published: 1/13/2022
5. Special Episode, Pt. 1: Near-Term Supply Chain Restructuring

   Published: 1/12/2022
6. Mike Wilson: Will 2022 be a 2013 ‘Taper Tantrum’ Redux?

   Published: 1/10/2022
7. Andrew Sheets: New Wrinkles for the 2022 Story

   Published: 1/7/2022
8. Graham Secker: Will Europe Be Derailed By Omicron?

   Published: 1/6/2022
9. Michael Zezas: Why are Markets Unfazed by Omicron?

   Published: 1/5/2022
10. Jonathan Garner: Omicron Impacts Across Asia

    Published: 1/4/2022
11. Michael Wilson: New Year, New Opportunities

    Published: 1/3/2022
12. End-of-Year Encore: Space Investing

    Published: 12/30/2021
13. End-of-Year Encore: Retail Investing

    Published: 12/29/2021
14. End-of-Year Encore: Thematic Investing

    Published: 12/28/2021
15. End-of-Year Encore: Factor Investing

    Published: 12/27/2021
16. Michael Zezas: A More Flexible Fed

    Published: 12/22/2021
17. Chetan Ahya: China’s 2022 Policy Shifts

    Published: 12/21/2021
18. Mike Wilson: Fire & Ice Continues Into Year-end

    Published: 12/21/2021
19. Welcome to Thoughts on the Market

    Published: 12/20/2021
20. Andrew Sheets: Challenges to the 2022 Story Emerge

    Published: 12/17/2021