Special Encore: Mid-Year U.S. Consumer Outlook - Spending, Savings and Travel
Original Release on June, 6th 2023: Consumers in the U.S. are largely returning to pre-COVID spending levels, but new behaviors related to travel, credit availability and inflation have emerged.----- ...
30 Kesä 20237min
U.S Housing: The Market Is Not a Monolith
A surprising increase in the sale of new homes doesn’t mean that overall demand for housing is on the rise. Find out what to expect for the rest of the year.----- Transcript -----Jim Egan: Welcome to ...
29 Kesä 20236min
Corporate Credit Outlook: Higher Interest Rates Challenge Lower-Quality Borrowers
How will corporate credit markets fare as the Fed keeps rates higher for longer? Look for wider spreads, further decompression and muted excess returns. ----- Transcript -----Welcome to Thoughts on th...
28 Kesä 20233min
Ed Stanley: Key Lessons as AI Goes Mainstream
With A.I. rapidly reaching the mass market, investors are pondering the risks and upsides to A.I. diffusion. History may provide some answers.----- Transcript -----Welcome to Thoughts on the Market. I...
27 Kesä 20235min
Emerging Markets: Climate Finance and Credit
While many countries are gearing up to combat climate change, financing these large projects may pose a challenge. ----- Transcript -----Simon Waever: Welcome to Thoughts on the Market. I'm Simon Waev...
26 Kesä 20238min
Mid-Year U.S. Dollar Outlook: An Important Driver for Returns
This year, foreign exchange has been even harder than usual to predict. Even so, the outlook for the U.S. Dollar may prove to be a handy asset moving forward.----- Transcript -----Welcome to Thoughts ...
23 Kesä 20232min
Mid-Year U.S. Economic Outlook: Will the Fed Continue to Hike?
As the U.S. Economy still angles for a soft landing, the recent Federal Open Markets Committee meeting may have left more questions than answers.----- Transcript -----Welcome to Thoughts on the Market...
22 Kesä 20232min
Mid-Year Global Oil Outlook: Neutral or Constructive?
While high oil prices at the end of last year drove down demand and freed up supply, this year many expect the market to tighten again. So why hasn’t it tightened yet?----- Transcript -----Welcome to ...
21 Kesä 20234min
