Allocation, Pt. 1: Stock & Bond Correlation Shifts
In the current era of tighter Fed policy, the status quo of stock and bond correlation has changed, calling the foundational 60:40 portfolio into question. Chief Cross Asset Strategist Andrew Sheets a...
16 Elo 20229min
Ellen Zentner: Cooling Inflation and Shifting Labor Trends
Based on July reports inflation may finally be cooling down, and the labor market remains strong, so how might this new data influence policy changes in the September FOMC meeting?-----Transcript-----...
15 Elo 20224min
Consumer Spending: Have Consumers Begun to Trade Down?
As inflation persists, economic concerns such as recession rise, and consumer spending patterns begin to shift, is there any evidence to suggest consumers are already trading down to value and discoun...
12 Elo 20225min
Sheena Shah: When will Crypto Prices Find a Bottom?
As bitcoin has been experiencing a steep decline in the last 6 months, investors are beginning to wonder when Cryptocurrencies will finally bottom out and start the cycle anew.Digital assets, sometime...
11 Elo 20223min
U.S. Public Policy: Will the Inflation Reduction Act Actually Reduce Inflation?
The Senate just passed the Inflation Reduction Act which seeks to fight inflation on a variety of fronts, but the most pressing question is, will the IRA actually impact inflation?-----Transcript-----...
10 Elo 20224min
U.S. Housing: Will New Lending Standards Slow Housing Activity?
As lending standards tighten and banks get ready to make some tough choices, how will the housing market fare if loan growth slows? Co-Heads of U.S. Securitized Products Research Jim Egan and Jay Baco...
9 Elo 20226min
Josh Pokrzywinski: Deflationary Opportunities
While inflation remains high and the battle to bring it down is top of mind, there may be some opportunities in technologies that could help bring down inflation in some sectors.-----Transcript-----We...
8 Elo 20223min
Andrew Sheets: What Can We Learn from Market Prices?
The current market pricing can tell investors a lot about what the market believes is coming next, but the future is uncertain and investors may not always agree with market expectations. Chief Cross-...
6 Elo 20223min
