Global Macro: Intervention & Inflation
Amidst increased volatility across credit, equity and FX markets, many investors this week are wondering, what is the path ahead for Fed intervention? Chief Cross Asset Strategist Andrew Sheets, Globa...
30 Syys 202210min
Jonathan Garner: An Unusual Cycle for Asia and EM Equities
Asia and EM equities are on the verge of the longest bear market in their history, so what is the likelihood that a sharp fall in prices follows soon after?----- Transcript -----Welcome to Thoughts on...
29 Syys 20223min
Ellen Zentner: The Narrowing Path for a Soft Landing
As the Fed continues to increase their peak rate of interest, the path for a soft landing narrows, so what deflationary indicators need to show up in the real economy to take the pressure off of polic...
28 Syys 20224min
Martijn Rats: Will Oil Prices Continue to Fall?
While the global oil market has seen a decrease in demand, supply issues are still prevalent, leaving investors to question where oil prices are headed next.----- Transcript -----Welcome to Thoughts o...
27 Syys 20223min
Mike Wilson: A Sudden Drop for Stocks and Bonds
After last week’s Fed meeting and another rate hike, both stocks and bonds dropped back to June lows. The question is, will this turn to the downside continue to accelerate?----- Transcript -----Welco...
26 Syys 20223min
U.S. Economy: The Fed Continues to Fight Inflation
After another Fed meeting and another historically high rate hike, it’s clear that the Fed is committed to fighting inflation, but how and when will the real economy see the effects? Chief Cross-Asset...
23 Syys 20227min
Thematic Investing: Moonshots
With high returns in mind, investors may be looking to get in on the ground floor with the next ambitious and disruptive technology, but how are these ‘moonshots’ identified and which ones could make ...
22 Syys 20228min
Michael Zezas: Why Isn’t Fed Hiking Impacting Inflation?
Though the Fed continues to raise interest rates, inflation is still high year over year, so why haven’t rate hikes begun to bring inflation down yet?----- Transcript -----Welcome to Thoughts on the M...
21 Syys 20222min
