Can China’s Stimulus Shift Its Economy?
Our Chief China Economist Robin Xing and Chief China Equity Strategist Laura Wang discuss how markets have responded to rate cuts and commitments to government spending, and what they could mean over ...
3 Loka 20248min
What Could the Dockworkers’ Strike Mean for Growth and Inflation?
Thousands of U.S. dockworkers have gone on strike along the East Coast and Gulf Coast. Our Global Head of Fixed Income and Thematic Research Michael Zezas joins U.S. economist Diego Anzoategui to disc...
2 Loka 20245min
The Potential Domino Effect of US Tariffs
Our US public policy and global economics experts discuss how an escalation of US tariffs could have major domestic and international economic implications.----- Transcript -----Ariana Salvatore: Welc...
1 Loka 202410min
The Impact of Central Bank Pivots
Our CIO and Chief US Equity Strategist Mike Wilson takes a closer look at the potential ramifications of the sharp central bank policy shifts in the U.S., Japan and China.----- Transcript -----Welcome...
30 Syys 20244min
Keeping the Faith For A Soft Landing
Credit likes moderation, and the Fed’s rate cut indicates its belief that the economy is heading for a soft landing. Our Chief Fixed Income Strategist warns that markets still need to keep an eye on i...
27 Syys 20244min
How Long Until Consumers Feel Rate Cut Benefits?
Our US Consumer Economist Sarah Wolfe lays out the impact of the Federal Reserve’s rate cut on labor market and consumers, including which goods could see a rise in spending over the next year.----- T...
26 Syys 20244min
US Elections: The Wait for Clarity
With the US presidential race being as closely contested as it is, Michael Zezas explains why patience may be a virtue for investors following Election Day. ----- Transcript -----Welcome to Thoughts o...
25 Syys 20242min
One Rate Cut, Many Effects
From stock price fluctuations to concerns about deflation, the reactions to the Fed rate cut have been varied. But we still need to keep an eye on labor data, says Mike Wilson, our CIO and Chief US Eq...
24 Syys 20244min
