Michael Zezas: One Fewer Election Blind Spot?

As we head towards the final weeks of winter, we are predicting a period of continued slow growth. As evidence we look not to our shadow but at earnings estimates and inventories.----- Transcript ----...

7 Helmi 20223min

For only the second time in the last decade, commodities outperformed equities in 2021. Looking ahead at 2022, what challenges and opportunities are on the horizon for this asset class?----- Transcrip...

5 Helmi 202210min

Yields on Treasury Inflation-Protected Securities, or TIPS, are set to rise but, beyond inflation, what other factors will drive moves in real yields for these bonds in the coming year?----- Transcrip...

3 Helmi 20222min

The Federal Reserve continues to face a host of uncertainties, leading to volatility in the Treasuries market. This trend may lead some investors to reconsider the municipal bond market.----- Transcri...

2 Helmi 20222min

The European Central Bank has indicated it would not raise rates this year, but markets are not fully convinced as shifts in inflation, gas prices and labor could force the ECB to reconsider.----- Tra...

2 Helmi 20224min

Investing strategies can be categorized into two broad categories: subjective and systematic. While some prefer one over the other, the best outcomes are realized when they are used together.----- Tra...

31 Tammi 20223min

Consumer prices reached an all-time high this past December, and a new year brings new challenges across inflation, wage growth and interest rates.----- Transcript -----Ellen Zentner Welcome to Though...

28 Tammi 202210min

Despite two good years for Treasury Inflation-Protected Securities, or TIPS, a dramatic rise in real yields may be cause for investors to reexamine their potential for 2022.----- Transcript -----Welco...

27 Tammi 20224min