Michael Zezas: One Fewer Election Blind Spot?

Michael Zezas: One Fewer Election Blind Spot?

Although it’s possible that the results of the 2020 U.S. election won’t come on Nov. 3rd, there is some fresh evidence that it may unfold more smoothly than pundits predict.

Jaksot(1554)

Vishy Tirupattur: Tumult in the Banking Sector

Vishy Tirupattur: Tumult in the Banking Sector

As the U.S. banking sector faces oncoming regulatory changes, how will the smaller banks react to these new requirements and what will the impact be on markets?----- Transcript -----Welcome to Thought...

18 Huhti 20234min

Mike Wilson: Credit Crunch in the U.S Equity Markets

Mike Wilson: Credit Crunch in the U.S Equity Markets

While some investors may be cheering due to softer than expected inflation data, revenues may begin to disappoint in the face of a credit crunch brought on by recent banking stress.----- Transcript --...

17 Huhti 20234min

Sustainability: The Risks and Benefits of A.I

Sustainability: The Risks and Benefits of A.I

Artificial Intelligence is clearly a powerful tool that could help a number of sustainability objectives, but are there risks attached to these potential benefits? Global Head of Sustainability Resear...

14 Huhti 20238min

Jonathan Garner: Asia Equities Rally Once More

Jonathan Garner: Asia Equities Rally Once More

After a correction that took place in recent months, Asia and emerging markets are once again rallying. But how have these regions sustained their ongoing bull markets?----- Transcript ----- Welcome t...

13 Huhti 20233min

Chetan Ahya: Global Impacts on Asia's Growth

Chetan Ahya: Global Impacts on Asia's Growth

Given the recent developments in developed markets banking sectors, can Asia’s economic growth continue to outperform?----- Transcript -----Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan S...

12 Huhti 20233min

U.S Housing: The Future of Mortgage Markets

U.S Housing: The Future of Mortgage Markets

Banks and the Fed are winding down activity in the mortgage market amid recent funding challenges, signaling a potential new regime for the asset class. Co-Heads of Securitized Products Research Jim E...

11 Huhti 20234min

Diego Anzoategui: Goods, Services and the Shape of China’s Reopening

Diego Anzoategui: Goods, Services and the Shape of China’s Reopening

China’s growth is expected to be strong this year. However, it is being driven by services more than goods, meaning the news for other economies may not be as good as it initially appears. ----- Trans...

10 Huhti 20233min

Ellen Zentner: The Lagging Effects of Loan Growth

Ellen Zentner: The Lagging Effects of Loan Growth

While banking conditions seem to have stabilized for now, tighter credit conditions could still hit U.S. economic growth.----- Transcript -----Welcome to Thoughts on the Market. I'm Ellen Zentner, Mor...

6 Huhti 20233min

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