Graham Secker: A Cautious View on European Stocks
Although consensus forecasts for European equities continue to trend up, there are a few key risks on the horizon that investors may want to keep an eye on during the upcoming earnings season and year...
20 Huhti 20224min
Robert Rosener: How U.S. Businesses See the Road Ahead
As the U.S. Economy contends with higher inflation, supply chain stress, and rising recession risks, one indicator to keep an eye on is what’s going on at the sector level and how U.S. business condit...
20 Huhti 20224min
Mike Wilson: Inflation Drags on Forward Earnings
While ongoing inflation has had some positive effects, consumers continue to feel its ill effects and we are beginning to see net negatives for earnings growth as Q1 earnings season begins.-----Transc...
19 Huhti 20224min
U.S. Economy: When to Worry About the Yield Curve
While there continues to be a lot of market chatter surrounding recession risks and the U.S. Treasury yield curve, there are several key factors that make the most recent dip into inversion different....
15 Huhti 20229min
Michael Zezas: An Optimistic Look at Bonds
As investors continue to discuss the uncertainty surrounding the U.S. Treasury market, there may be some good news for bond holders as the year progresses.-----Transcript-----Welcome to Thoughts on th...
13 Huhti 20222min
U.S. Housing: Supply, Demand, and the Yield Curve
In light of the U.S. Treasury yield curve recently inverting, many are asking if home prices will be affected and how the housing market might look going forward. Co-Heads of U.S. Securitized Product ...
12 Huhti 20227min
Special Encore: Sheena Shah - Is Cryptocurrency Becoming Currency?
Original Release on March 31st, 2022: As interest in using cryptocurrencies for transactions continues to rise for both consumers and businesses, crypto has begun a cycle of increased stability and po...
12 Huhti 20224min
Andrew Sheets: A New Outlook on U.S. Bonds
Since the Fed’s first rate hike and the inversion of the U.S. Treasury yield curve, the outlook on U.S. government bonds has changed, leading to a new take on U.S. Bonds.-----Transcript-----Welcome to...
8 Huhti 20223min
