Is the Fed Behind the Curve?
As the US Federal Reserve mulls a forthcoming interest rate cut, our Head of Corporate Credit Research and Global Chief Economist discuss how it is balancing inflationary risks with risks to growth.--...
29 Elo 202411min
Bumpy Road Back For US Housing Market
While mortgage rates have come down, our Co-heads of Securitized Products Research say the US housing market still must solve its supply problem.----- Transcript -----Jim Egan: Welcome to Thoughts on ...
28 Elo 20247min
All Eyes on Jobs Data
Our CIO and Chief US Equity Strategist explains why there’s pressure for the August jobs report to come in strong -- and what may happen to the market if it doesn’t. ----- Transcript -----Welcome to T...
27 Elo 20244min
What’s Boosting Consumer Confidence?
Our US Thematic Strategist discusses surging confidence as the political landscape evolves, back-to-school spending starts strong and travel providers enjoy post-COVID demand. ----- Transcript -----Mi...
26 Elo 20244min
Market Rebounds but Growth Is Uncertain
Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook.----- Transcript --...
23 Elo 20243min
What’s Next for Japan After Rate Hike?
The Bank of Japan jolted global markets after its recent decision to raise interest rates. Our experts break down the effects the move could have on the country’s economy, currency and stock market.--...
22 Elo 20249min
At Political Conventions, Policy Waits in the Wings
This week’s Democratic National Convention in the US may be light on policy details, but our Global Head of Fixed Income and Thematic Research explains that the party’s economic agenda is fairly clear...
21 Elo 20242min
Special Encore: Almost Human: Robots in Our Near Future
Original release date July 23, 2024: Our Head of Global Autos & Shared Mobility discusses what makes humanoid robots a pivotal trend with implications for the global economy.----- Transcript -----Welc...
20 Elo 20243min
