Mike Wilson: Will Earnings Growth Reaccelerate?
While markets look forward to an acceleration in earnings growth and a subsequent rise in valuations over the next year, there are risks to this outlook that investors may want to consider before aban...
6 Kesä 20223min
Special Encore: Mid-Year Economic Outlook - Slowing or Stopping?
Original Release on May 17th, 2022: As we forecast the remainder of an already uncertain 2022, new questions have emerged around economic data, inflation and the potential for a recession. Chief Cross...
3 Kesä 202210min
Andrew Sheets: Are Central Banks Making a Mistake?
In the years since the Global Financial Crisis, central bank policy has been supportive and predictable. But as the economic backdrop changes, shifts in policy will come with risks and rewards.-----Tr...
2 Kesä 20222min
U.S. Politics: Market Implications of the Midterm Election
Looking back on the 2016 and 2020 elections, it is clear that elections can have a significant impact on the U.S. economic outlook. The question is whether the coming midterm elections have any meanin...
1 Kesä 20227min
Jonathan Garner: Keeping it Simple in Turbulent Times
While there continues to be turbulence in many sectors, such as energy and food, some Asia and Emerging Markets may fare better than others through the second half of an already hectic 2022.-----Trans...
31 Touko 20222min
Andrew Sheets: The Changing Story of Inflation
So far this year's economic story has been dominated by inflation and central bank policy, but as that landscape changes, is it time to shift focus back towards growth?-----Transcript-----Welcome to T...
27 Touko 20223min
Matthew Hornbach: Will Treasury Yields Move Higher?
With growth slowing and the Fed focused on fighting inflation, investors should note that the outlook for government bonds depends on more than just central bank policy.-----Transcript-----Welcome to ...
26 Touko 20223min
Asia: Supply Chain Woes, and Opportunities
Stress on supply chains has driven a slowdown in globalization, but there are also investment opportunities emerging, particularly in Asia. Head of Public Policy Research and Municipal Strategy Michae...
25 Touko 20227min
