Making Sense of Confusing Economic Data
Our Global Macro Strategist explains the complex nature of recent U.S. economic reports, and which figures should matter most to investors.----- Transcript -----Welcome to Thoughts on the Market. I’m ...
1 Maalis 20243min
Should Investors Care About a Government Shutdown?
As the deadline to fund the government rapidly approaches, Michael Zezas explains what economic effect a possible shutdown could have and whether investors should be concerned. ----- Transcript -----W...
28 Helmi 20243min
Why Is the Price of Food Still Rising?
As grocery and dining costs continue to increase, our analysts break down how this has affected consumers and when food prices may stabilize.----- Transcript -----Sarah Wolfe: Welcome to Thoughts on t...
27 Helmi 20247min
The Gap Between Corporate Haves and Have-Nots
Our Chief U.S. Equity Strategist reviews how the unusual mix of loose fiscal policy and tight monetary policy has benefited a small number of companies – and why investors should still look beyond the...
26 Helmi 20243min
Eyeing a Market of Many
The valuations of stocks and corporate bonds, which have been driven largely by macroeconomic factors since 2020, are finally starting to reflect companies’ underlying performance. Our Head of Corpora...
23 Helmi 20243min
Behind the Rapid Growth of the Private Credit Market
As traditional financial institutions tightened their lending standards last year, private credit stepped in to fill some of the gaps. But with rates now falling, public lenders are poised to compete ...
22 Helmi 20246min
An Atlantic-Sized Divide in Monetary Policy
Central banks in the U.S. and Europe are looking to cut rates this year, but the path to those cuts differs greatly. Our Global Chief Economist explains this stark dichotomy.----- Transcript -----Welc...
21 Helmi 20244min
Accelerating the Shift from AI Enablers to AI Adopters
Our Head of Thematic Research in Europe previews the possible next phase of the AI revolution, and what investors should be monitoring as the technology gains adoption.----- Transcript -----Welcome to...
20 Helmi 20243min
