Andrew Sheets: Unresolved Questions Create Market Uncertainty
Optimistic investors have pushed stocks and bond yields to the high end of the recent range. But inflation, banks and the debt ceiling status are still raising questions that have gone unanswered.----...
26 Touko 20233min
Jonathan Garner: Japan’s Equities Continue to Rally
While Japan's equities have continued to rally, a roster of sector leading companies and a weak Yen could signal this bullish story is only just beginning.----- Transcript -----Welcome to Thoughts on ...
25 Touko 20232min
Michael Zezas: The G7 Meeting and its Impact on Markets
Discussions at the recent Group of Seven Nations meeting point to the continued development of a multipolar world, as supply chains become less global and more local. Investors should watch for opport...
24 Touko 20232min
U.S Housing: Is there Still Strength in the Housing Market?
As the confidence level of homebuilders building new homes is increasing, will home sales go along with it? Jim Egan and Jay Bacow, Co-Heads of U.S. Securitized Products Research discuss.----- Transcr...
23 Touko 20236min
Mike Wilson: Beware a False Market Breakout
Though the current market narrative has turned bullish, it may not withstand a downturn in earnings.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer a...
22 Touko 20234min
Ellen Zentner: Is a Soft Landing for the U.S. Still Possible?
While the U.S. economy looks to be on track for a soft landing in 2023, even the smallest of setbacks could spell trouble for the end of the year.----- Transcript -----Welcome to Thoughts on the Marke...
19 Touko 20232min
Andrew Sheets: Is Market Volatility on the Decline?
Although markets remain calm for now, incoming developments across the debt ceiling, inflation and monetary policy could quite quickly turn the tide.----- Transcript -----Welcome to Thoughts on the Ma...
18 Touko 20233min
Vishy Tirupattur: The Outlook for Lending
According to the Federal Reserve’s latest Senior Loan Officer Opinion Survey, small businesses may be the most vulnerable to banks tightening their lending standards.----- Transcript -----Welcome to T...
17 Touko 20233min
