Decoding Signals Following the US Election
While the market waits for the incoming Trump administration to present its policy agenda, our Global Head of Fixed Income and Thematic Research Michael Zezas maps out some areas of early investor int...
14 Marras 20242min
US Elections: Lessons From the UK
As President-Elect Trump’s new administration takes shape, all eyes are on fiscal policy that may follow. Our Global Chief Economist Seth Carpenter uses the United Kingdom’s recent election as a guide...
13 Marras 20244min
Will Tariffs Dampen Asia’s Economic Growth?
Our Chief Asia Economist Chetan Ahya discusses the potential impact of tariffs on China and other Asian countries following the US election.----- Transcript -----Welcome to Thoughts on the Market. I’m...
12 Marras 20243min
Pricing In the Likely Republican Sweep
With the Republican party poised to clinch control of the White House and Congress, our CIO and Chief US Equity Strategist says markets are readying for a lighter regulatory environment, supportive ta...
11 Marras 20244min
Investor Expectations After the US Election
Our head of Corporate Credit Research Andrew Sheets provides an overview of uncertainty around policy following the election of a Republican administration.----- Transcript -----Welcome to Thoughts on...
8 Marras 20243min
Taking the Pulse of the US Consumer
Our panel of analysts discusses the health of the US consumer through the lens of spending, credit use and home ownership. ----- Transcript -----James Egan: Welcome to Thoughts on the Market. I'm Jame...
7 Marras 20248min
After Trump Win, Where Do Markets Move from Here?
With a second Trump term at least partially reflected in the price of global markets, we focus on two key debates for the longer-term: Potential tariffs and fiscal policy. ----- Transcript -----Welcom...
6 Marras 20243min
Why Are Users and Investors Breaking Up with Online Dating?
Analyst Nathan Feather discusses why the online dating market is slowing down, and whether or not it can get back on track.----- Transcript -----Welcome to Thoughts on the Market. I’m Nathan Feather, ...
5 Marras 20243min
