Investors Look Beyond U.S. for Opportunities
Amid lower growth and inflation concerns in the US, investors have begun scouring international markets for other opportunities. Our analysts Andrew Sheets, Neville Mandimika and Anlin Zhang dig into ...
21 Maalis 20259min
Risks and Uncertainty in the Fed’s New Outlook
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the outcome of the recent FOMC meeting, and the outlook for interest rates in 2025 and 2026.Read more ...
20 Maalis 20258min
Making a Bet on the Future of Betting
Our analysts Michael Cyprys and Stephen Grambling discuss prediction markets’ rising popularity and how they could disrupt the U.S. sports betting industry.----- Transcript -----Michael Cyprys: Welcom...
19 Maalis 20257min
What Could Weaken Strong Credit
Our Chief Fixed Income Strategist Vishy Tirupattur explains why credit markets have held firm amid macro volatility, and the scenarios which could hurt its strong foundation.----- Transcript -----Welc...
18 Maalis 20253min
Is the Correction Over Yet?
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the stock market tumble and whether investors can hope for a rally.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilso...
17 Maalis 20255min
Credit Markets Remain Resilient, For Now
As equity markets gyrate in response to unpredictable U.S. policy, credit has taken longer to respond. Our Head of Corporate Credit Research, Andrew Sheets, suggests other indicators investors should ...
14 Maalis 20254min
India’s Resurgence Should Weather Trade Tensions
Our Chief Asia Economist Chetan Ahya discusses the early indications of India’s economic recovery and why the country looks best-positioned in the region for growth.----- Transcript -----Welcome to Th...
13 Maalis 20253min
The Other Policy Choices That Matter
While tariffs continue to dominate headlines, our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests investors should also focus on the sectoral impacts of addition...
12 Maalis 20252min
