Thoughts on the Market

1317 Episodes

1. The Impact of Central Bank Pivots

   Published: 9/30/2024
2. Keeping the Faith For A Soft Landing

   Published: 9/27/2024
3. How Long Until Consumers Feel Rate Cut Benefits?

   Published: 9/26/2024
4. US Elections: The Wait for Clarity

   Published: 9/25/2024
5. One Rate Cut, Many Effects

   Published: 9/24/2024
6. As the Fed Recalibrates, What’s Ahead for Central Banks?

   Published: 9/23/2024
7. Mexico Judicial Reforms Spark Investor Concern

   Published: 9/20/2024
8. Industrials Outlook ‘Better Than Feared’

   Published: 9/19/2024
9. Presidential Debate Targets Perceptions Over Policy

   Published: 9/18/2024
10. US Elections: The Politics of Healthcare

    Published: 9/17/2024
11. Markets Readying for a Rate Cut

    Published: 9/16/2024
12. Bank of Japan’s Role in Market Volatility

    Published: 9/13/2024
13. Corporate Credit at a Crossroads?

    Published: 9/12/2024
14. Uneven Recovery in Commercial Real Estate

    Published: 9/11/2024
15. Trading Spaces: Millennials vs. Boomers

    Published: 9/10/2024
16. Shaky Labor Data Pressures Equity Markets

    Published: 9/9/2024
17. Balance Sheets Remain Resilient Despite Slowing US Growth

    Published: 9/6/2024
18. Global Energy Markets and the US Election

    Published: 9/5/2024
19. US Election: A Game Of Inches

    Published: 9/4/2024
20. Wallets Wide Open For GenAI

    Published: 9/3/2024