U.S. Housing: Are Home Prices Decelerating?
As month over month data begins to show a downturn in home prices, will overall price growth and sales begin to fall steeper than expected? Co-Heads of U.S. Securitized Products Research Jim Egan and ...
6 Loka 20226min
Michael Zezas: Shifting Global Supply Chains
As globalization slows and companies begin to nearshore their supply chains, investors may be wondering what the costs and benefits are of bringing manufacturing back home.Important note regarding eco...
5 Loka 20222min
Vishy Tirupattur: Can Corporate Credit Provide Shelter?
With investors becoming pervasively bearish on stocks and bonds in the face of a worsening growth outlook, can the U.S. investment grade credit market provide shelter from the storm?----- Transcript -...
4 Loka 20223min
Mike Wilson: The Problem with the U.S. Dollar
With rates and currency markets experiencing increasing volatility, the state of global U.S. dollar supply has begun to force central bank moves, leaving the question of when and how the Fed may react...
3 Loka 20224min
Global Macro: Intervention & Inflation
Amidst increased volatility across credit, equity and FX markets, many investors this week are wondering, what is the path ahead for Fed intervention? Chief Cross Asset Strategist Andrew Sheets, Globa...
30 Syys 202210min
Jonathan Garner: An Unusual Cycle for Asia and EM Equities
Asia and EM equities are on the verge of the longest bear market in their history, so what is the likelihood that a sharp fall in prices follows soon after?----- Transcript -----Welcome to Thoughts on...
29 Syys 20223min
Ellen Zentner: The Narrowing Path for a Soft Landing
As the Fed continues to increase their peak rate of interest, the path for a soft landing narrows, so what deflationary indicators need to show up in the real economy to take the pressure off of polic...
28 Syys 20224min
Martijn Rats: Will Oil Prices Continue to Fall?
While the global oil market has seen a decrease in demand, supply issues are still prevalent, leaving investors to question where oil prices are headed next.----- Transcript -----Welcome to Thoughts o...
27 Syys 20223min
