Mike Wilson: Revisiting the 2022 Outlook
With the end of the first financial quarter of 2022 the market has begun to price in some of the continuing risks to economic growth, forcing investors to reconsider the trajectory for the rest of the...
4 Huhti 20224min
Andrew Sheets: Markets Look to the Yield Curve
Investors are looking to the U.S. Treasury bond market as concerns rise around what the flattening, and potential inversion, of the yield curve might mean.-----Transcript-----Welcome to Thoughts on th...
1 Huhti 20223min
Sheena Shah: Is Cryptocurrency Becoming Currency?
As interest in using cryptocurrencies for transactions continues to rise for both consumers and businesses, crypto has begun a cycle of increased stability and popularity - but the question is, can th...
31 Maalis 20224min
The Fed: Learning From the Last Hiking Cycle
As the Fed kicks off a new rate hiking cycle, investors are looking back at the previous hiking cycle to ease their concerns today. Head of Public Policy Research and Municipal Strategy Michael Zezas ...
30 Maalis 20226min
Energy: Oil, Gas and the Clean Energy Transition
As oil and gas prices rise, governments and investors must weigh investment in clean energy initiatives and new capacity in traditional energy commodities. Head of North American Power & Utilities and...
29 Maalis 202211min
Mike Wilson: Why Are Equity Risk Premiums So Low?
As the Fed continues down a hawkish road for 2022, investors must consider the impact of policy tightening on economic growth and equity risk premiums.-----Transcript-----Welcome to Thoughts on the Ma...
28 Maalis 20223min
U.S. Economy: Tracking Rate Hike Implications
The new Fed hiking cycle has begun and with it comes expectations for faster rate hikes and quantitative tightening to address inflation, as well as questions around how and when the U.S. economy will...
25 Maalis 202210min
Matthew Hornbach: Easing Yield Curve Concerns
While the possibility of a yield curve inversion in the U.S. has news outlets and investors wondering if a recession is on the way, there’s more to the story that should put minds at ease.-----Transcr...
24 Maalis 20223min
