U.S. Economy: Is Inventory Outpacing Sales?
As consumption of goods slows post COVID, companies are experiencing a build up in inventory that could have far reaching implications. Head of Global Thematic and Public Policy Research Michael Zezas...
12 Loka 20224min
Seth Carpenter: The Political Economy
All over the world elections are taking place that will have profound effects on both local and global economies, so where are policy moves being made and how might investors use these moves to antici...
11 Loka 20224min
Mike Wilson: Earnings Begin to Guide Lower
Last week stocks rallied quickly but dropped just as fast as markets continue to hope for a more dovish Fed, but will this 2-way risk continue as evidence for a drop in earnings continues to accumulat...
10 Loka 20223min
Chetan Ahya: When Will China’s Economy Reopen?
While China’s policy objectives strive for common prosperity, the country’s strict COVID management poses risks to employment and income, so when might Chinese policymakers start to reopen and recover...
7 Loka 20223min
U.S. Housing: Are Home Prices Decelerating?
As month over month data begins to show a downturn in home prices, will overall price growth and sales begin to fall steeper than expected? Co-Heads of U.S. Securitized Products Research Jim Egan and ...
6 Loka 20226min
Michael Zezas: Shifting Global Supply Chains
As globalization slows and companies begin to nearshore their supply chains, investors may be wondering what the costs and benefits are of bringing manufacturing back home.Important note regarding eco...
5 Loka 20222min
Vishy Tirupattur: Can Corporate Credit Provide Shelter?
With investors becoming pervasively bearish on stocks and bonds in the face of a worsening growth outlook, can the U.S. investment grade credit market provide shelter from the storm?----- Transcript -...
4 Loka 20223min
Mike Wilson: The Problem with the U.S. Dollar
With rates and currency markets experiencing increasing volatility, the state of global U.S. dollar supply has begun to force central bank moves, leaving the question of when and how the Fed may react...
3 Loka 20224min
