Thoughts on the Market

1317 Épisodes

1. Have Markets Hit Peak Optimism?

   Publié: 24/01/2025
2. Big Debates: How Will M&A and IPOs Drive Markets in 2025?

   Publié: 23/01/2025
3. Potential Economic Consequences of Trump’s Executive Orders

   Publié: 22/01/2025
4. Asia Outlook 2025: Three Critical Themes

   Publié: 21/01/2025
5. The Surge in Bond Yields Likely Doesn’t Present Risk – Yet

   Publié: 17/01/2025
6. Should Drop in Fed Reserves Concern Investors?

   Publié: 16/01/2025
7. Four Key Investment Themes for 2025

   Publié: 15/01/2025
8. Finding Opportunity in AI’s Evolution

   Publié: 14/01/2025
9. Big Debates: The State of the Energy Transition

   Publié: 13/01/2025
10. Big Debates: The AI Evolution

    Publié: 10/01/2025
11. 2025: Setting Expectations

    Publié: 10/01/2025
12. Market Implications of Trump’s Agenda

    Publié: 08/01/2025
13. What Could Shape the Global Economy in 2025

    Publié: 07/01/2025
14. Will 2024’s Weak Finish Extend into the New Year?

    Publié: 06/01/2025
15. Lessons to Take Into 2025

    Publié: 03/01/2025
16. A Bumpy Road Ahead for Onshoring EVs

    Publié: 02/01/2025
17. Special Encore: Will US Tariffs Drive Mexico Closer to China?

    Publié: 31/12/2024
18. Special Encore: Uncertainty Surrounds 2025 U.S. Equities Outlook

    Publié: 30/12/2024
19. Special Encore: A $10 Trillion Opportunity in US Reshoring

    Publié: 27/12/2024
20. Special Encore: Housing, Currency Markets in Focus

    Publié: 26/12/2024