European Markets React to Upcoming U.S. Election
As the U.S. presidential election remains closely contested, our experts discuss what a change in administration could mean for European equities in terms of trade, China relations and other key issue...
24 Huhti 20248min
US Economy: Bigger, But Not Tighter
New data on both immigration and inflation defied predictions and may have shifted the Fed’s perspective. Our Chief U.S. Economist and Head of U.S. Rates Strategy share their updated outlooks. ----- ...
23 Huhti 202412min
US Equities: No Landing in Sight
Recent data indicates the economy may avoid either a soft or hard landing for now. Our Chief U.S. Equity Strategist explains why investors should seek out quality as the economy stays aloft.----- Tran...
22 Huhti 20244min
Mixed Signals for Asia and Emerging Markets
Japan and India are currently set to lead growth in these markets, but a higher-for-longer rate environment in the U.S. could favor China, Hong Kong and others, according to our analyst.----- Transcri...
19 Huhti 20243min
A Central Piece of the GenAI Puzzle
GenAI will likely drive the exponential growth of data centers. Listen as our Capital Goods Analyst shares key takeaways on the electrical equipment central to the data center market.----- Transcript ...
18 Huhti 20244min
The Repercussions of Rising Global Tensions
As global conflicts escalate, our Global Head of Fixed Income and Thematic Research unpacks the possible market outcomes as companies and governments seek to bolster security. ----- Transcript -----We...
17 Huhti 20242min
How Will the GenAI Revolution Be Powered?
Our Global Head of Sustainability Research and U.S. Utilities Analyst discuss the rapidly growing power needs of the GenAI enablers and how to meet them.----- Transcript -----Stephen Byrd: Welcome to ...
16 Huhti 202410min
A Sobering View on the Spirits Sector
Markets are suggesting that spirits consumption will return to historical growth levels post-pandemic, but our Head of European Consumer Staples Research disagrees.----- Transcript -----Welcome to Tho...
16 Huhti 20244min
