Michael Zezas: Debt Ceiling Uncertainty and Financial Markets
With the debt ceiling debate seemingly making little headway, it may be critical for investors to track market developments in the near future.----- Transcript -----Welcome to Thoughts on the Market. ...
10 Touko 20232min
Martijn Rats: A Change in the Global Oil Market
As oil data in 2023 shows that second-half tightening is less likely, it may be time to alter the narrative around the expected market for the remainder of the year.Important note regarding economic s...
9 Touko 20233min
Mike Wilson: Earnings, The Fed and Consumer Spending
With all the volatility surrounding the banking sector, the Fed raising rates and the continued debt ceiling debate, are consumers finally pulling back on spending? ----- Transcript -----Welcome to Th...
8 Touko 20233min
Andrew Sheets: The Prospect of a Pause in Rate Hikes
The Federal Reserve pausing on hiking interest rates has historically been good for markets. But given current conditions, history may not repeat itself.----- Transcript -----Welcome to Thoughts on th...
5 Touko 20232min
Graham Secker: Will European Equity Resilience Continue?
The banking sector appears stronger in Europe than it does in the U.S., but some other European sectors may be at risk of lower profitability.----- Transcript -----Welcome to Thoughts on the Market. I...
4 Touko 20233min
Michael Zezas: Congress Contends with the Debt Ceiling
Congress is finally set to begin debt ceiling negotiations. What are some possible outcomes and how might the negotiations affect economic growth?----- Transcript -----Welcome to Thoughts on the Marke...
3 Touko 20232min
Global Economy: Global Challenges Drive Productivity Investment
With the trend toward a multipolar world accelerating, companies are finding that investing in productivity may help protect margins. Ravi Shanker and Diego Anzoategui discuss.----- Transcript -----Ra...
2 Touko 20236min
Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation
As the banking sector is in the news again, investors wonder about an increase in borrowing from the Fed and possible restrictions on the horizon.----- Transcript -----Welcome to Thoughts on the Marke...
1 Touko 20233min
