Thoughts on the Market

1317 Épisodes

1. What’s Behind the Recent Stock Tumble?

   Publié: 24/02/2025
2. How a Potential Ukraine Peace Deal Could Impact Airlines

   Publié: 21/02/2025
3. The Downside Risks of Reciprocal Tariffs

   Publié: 20/02/2025
4. A Rollercoaster Housing Market

   Publié: 19/02/2025
5. Finding Opportunity in an Uncertain U.S. Equity Market

   Publié: 18/02/2025
6. Trump 2.0 and the Potential Economic Impact of Immigration Policy

   Publié: 14/02/2025
7. How Do Tariffs Affect Currencies?

   Publié: 13/02/2025
8. The Credit Upside of Market Uncertainty

   Publié: 12/02/2025
9. The Rising Risk of Trade Tensions in Asia

   Publié: 11/02/2025
10. Who Might Benefit From Trump’s Tax Policy Proposals?

    Publié: 10/02/2025
11. The Disruption in the AI Market

    Publié: 07/02/2025
12. Chinese Airlines Breaking Through Turbulence

    Publié: 06/02/2025
13. Trump 2.0 and the Latest on Tariffs

    Publié: 05/02/2025
14. Trump 2.0 and the Future of Energy

    Publié: 04/02/2025
15. Tariffs and Tech Challenge Stocks

    Publié: 03/02/2025
16. Big Debates: Who Will Be the Trade Winners Under Trump?

    Publié: 31/01/2025
17. Managing Fiscal Policy Uncertainty Under Trump 2.0

    Publié: 30/01/2025
18. A Mixed Bag for Retail and Consumer Sectors

    Publié: 29/01/2025
19. Will Trump’s Tariffs Reshape Asian Economies?

    Publié: 28/01/2025
20. Europe’s Defense Dilemma

    Publié: 27/01/2025