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
Unpacking Correlation
The math of ‘bond-equity correlation' is complicated. Our head of Corporate Credit Research breaks it down, along with the impact of bond rates on other asset classes.----- Transcript -----Welcome to ...
12 Huhti 20243min
US Energy: The Minerals and Materials at Risk
With global temperatures rising and an increasing urgency to speed progress on the energy transition, our Head of Sustainability Equity Research examines the key materials needed—and the risks of disr...
11 Huhti 20244min
2024 US Elections: Inflation’s Possible Paths
Our Global Chief Economist joins our Head of Fixed Income Research to review the most recent Consumer Price Index data, and they lay out potential outcomes in the upcoming U.S. elections that could im...
10 Huhti 202411min
What is Driving Big Moves in the Oil Market?
Our Chief Fixed Income Strategist surveys the latest big swings in the oil market, which could lead to opportunities in equities and credit around the energy sector.----- Transcript -----Welcome to Th...
9 Huhti 20242min
Looking Back for the Future
Our Global Chief Economist explains why the rapid hikes, pause and pivot of the current interest rate cycle are reminiscent of the 1990s.----- Transcript -----Welcome to Thoughts on the Market. I'm Se...
8 Huhti 20244min
A ‘Hot’ Summer for Oil?
Oil demand has been higher than expected so far in 2024. Our Global Commodities Strategist explains what could drive oil to $95 per barrel by summer.----- Transcript -----Welcome to Thoughts on the Ma...
5 Huhti 20243min
