Special Encore: Erik Woodring: Are PCs on the Rebound?
Original Release on May 11th, 2023: While personal computer sales were on the decline before the pandemic, signs are pointing to an upcoming boost.----- Transcript -----Welcome to Thoughts on the Mark...
2 Kesä 20233min
Adam Jonas: The Inconvenient Truths About EV Batteries
With the rapid adoption of electric vehicles, onshoring the critical battery supply chain poses significant challenges and will drive sizable investments.----- Transcript -----Welcome to Thoughts on t...
1 Kesä 20233min
Michael Zezas: A Step Forward in the Debt-Ceiling Debate
While an agreement on suspending the debt ceiling seems likely to make it through Congress, investors may want to monitor bank deposits for lingering risks.----- Transcript -----Welcome to the Thought...
31 Touko 20232min
Seth Carpenter: Government Bonds and the Debt Ceiling
As congress debates a debt ceiling deal, investors are proactively purchasing Treasury bills and thus causing a drain on the reserves which could amplify risks.----- Transcript -----Welcome to Thought...
30 Touko 20233min
Andrew Sheets: Unresolved Questions Create Market Uncertainty
Optimistic investors have pushed stocks and bond yields to the high end of the recent range. But inflation, banks and the debt ceiling status are still raising questions that have gone unanswered.----...
26 Touko 20233min
Jonathan Garner: Japan’s Equities Continue to Rally
While Japan's equities have continued to rally, a roster of sector leading companies and a weak Yen could signal this bullish story is only just beginning.----- Transcript -----Welcome to Thoughts on ...
25 Touko 20232min
Michael Zezas: The G7 Meeting and its Impact on Markets
Discussions at the recent Group of Seven Nations meeting point to the continued development of a multipolar world, as supply chains become less global and more local. Investors should watch for opport...
24 Touko 20232min
U.S Housing: Is there Still Strength in the Housing Market?
As the confidence level of homebuilders building new homes is increasing, will home sales go along with it? Jim Egan and Jay Bacow, Co-Heads of U.S. Securitized Products Research discuss.----- Transcr...
23 Touko 20236min
