Michael Zezas: A New Normal for U.S./China Relations
This week’s meeting between President Biden and President Xi was not a return to an earlier phase of relations between their two countries. Instead, it suggested the normalization of a sort of ‘compet...
17 Marras 20213min
Special Episode: The Low-Income Real Estate Story
The housing market has seen record home price growth this year. But who does this boom benefit and who gets left behind?----- Transcript -----Jim Egan Welcome to Thoughts on the Market. I'm James Egan...
17 Marras 20219min
Mike Wilson: In 2022, Stock Picking May Lead
Coming out of a year marked by greater uncertainty and volatility, 2022 is poised to be a year which favors single stock investing over a focus on style and sector.----- Transcript -----Welcome to Tho...
15 Marras 20214min
Andrew Sheets: Bond Markets Get Jumpy
Over the last decade, bonds have been a source of stability. But, with surprising moves this past month, they’ve now become a risk-management challenge that stands out amongst other asset classes.----...
12 Marras 20213min
Matt Hornbach: What the Fed Wants, the Fed Gets
Coming out of last week’s FOMC meeting, the Fed’s wants are becoming clearer but the implications into 2022 for asset prices, interest rates and exchange rates remain to be seen.----- Transcript -----...
11 Marras 20214min
Michael Zezas: The Infrastructure Supercycle is Here
The bipartisan infrastructure bill has passed, and while investors will see some short term impacts, the bigger question is how long will it take for markets to see a return on these investments?-----...
11 Marras 20212min
Graham Secker: A Curious Case of Price Movements
Third quarter earnings are heading into the home stretch in Europe and the UK, but while a solid number of companies have beat earnings estimates, market reaction has been a bit curious.----- Transcri...
9 Marras 20213min
Mike Wilson: Inflation Causes Mixed Signals
As we head towards year end, stock and bond markets appear to be sending mixed signals for the year ahead. For investors, the truth could lie somewhere in the middle.----- Transcript -----Welcome to "...
8 Marras 20214min
