Thoughts on the Market

1317 Épisodes

1. Macro Economy: The 2024 Outlook Part 2

   Publié: 15/11/2023
2. Macro Economy: The 2024 Outlook

   Publié: 14/11/2023
3. Andrew Sheets: Will the Bond Market Suffer from Tax-Loss Selling?

   Publié: 10/11/2023
4. Ed Stanley: Weight Loss Drugs and the Global Economy

   Publié: 09/11/2023
5. Michael Zezas: Are the Worst Bond Returns Behind Us?

   Publié: 08/11/2023
6. Matt Cost: How AI Could Disrupt Gaming

   Publié: 07/11/2023
7. Mike Wilson: Will the Equity Market Rally Last?

   Publié: 06/11/2023
8. Andrew Sheets: Upgrades and Downgrades in Corporate Credit

   Publié: 03/11/2023
9. US Economy: What Generative AI Means for the Labor Market

   Publié: 02/11/2023
10. Michael Zezas: What the New U.S. Speaker Means for Markets

    Publié: 01/11/2023
11. U.S. Housing: The Impact of High Mortgage Rates

    Publié: 31/10/2023
12. Mike Wilson: 2023 Stock Market Comes Full Circle

    Publié: 30/10/2023
13. Andrew Sheets: Optimism in Corporate Credit

    Publié: 27/10/2023
14. Asia Equities: China’s Risk of a Debt Deflation Loop

    Publié: 26/10/2023
15. Vishy Tirupattur: Implications of the Treasury Market Selloff

    Publié: 25/10/2023
16. Matthew Hornbach: The Impact of Policy on Bond Markets

    Publié: 24/10/2023
17. Mike Wilson: Are Earnings Expectations Too High?

    Publié: 23/10/2023
18. Ellen Zentner: The Rise of the SHEconomy

    Publié: 20/10/2023
19. Global Autos: Automotive’s Smartphone Moment

    Publié: 19/10/2023
20. Michael Zezas: The Impact of Geopolitical Tension

    Publié: 18/10/2023