Special Episode: The Two-Pillar Tax Overhaul
Last week, over 130 countries announced an agreement to overhaul international tax rules. The changes may seem high-level, but should investors pay closer attention?----- Transcript -----Michael Zezas...
14 Loka 20214min
Special Episode: Planes, Trains and Supply Chains
With supply chain delays in air, ocean and trucking on the minds of investors worldwide, what could it mean for the labor market and consumers headed into the holiday season?----- Transcript -----Elle...
13 Loka 20219min
Graham Secker: Easing Europe’s Stagflation Concerns
Investors appear nervous about the economic outlook as 3rd quarter earnings season approaches. Are stagflation concerns justified… or perhaps overdone?----- Transcript -----Welcome to Thoughts on the ...
12 Loka 20213min
Mike Wilson: Clear Skies, Volatile Markets
As the weather chills and we head towards the end of the mid-cycle transition, the S&P 500 continues to avoid a correction. How long until equities markets cool off?----- Transcript ----- Welcome to T...
11 Loka 20214min
Andrew Sheets: Stagflation Demystified
Investor worries over growth and inflation have revived the term stagflation—but with growth indicators historically solid, is it an accurate description?----- Transcript -----Welcome to Thoughts on t...
8 Loka 20214min
Special Episode: Highs—and Lows—in U.S. Housing
Affordability pressures continue to mount as housing supply tightens. How long will home prices continue setting records and what could it mean for credit availability?----- Transcript -----James Egan...
7 Loka 20218min
Michael Zezas: Washington’s Trio of Tricky Travails
Discussions in D.C. over the infrastructure framework, budget reconciliation bill and debt ceiling could impact more than just politics. What could it mean for stocks and bond yields?----- Transcript ...
6 Loka 20212min
Special Episode: COVID-19 - Will Pills Change the Game?
New data on an oral antiviral treatment could have significant impact on the COVID treatment landscape. What’s next for treatments, booster shots and child vaccines.----- Transcript -----Andrew Sheets...
5 Loka 202110min
