Michael Zezas: Two Potential Catalysts to Watch for Fall Volatility
Why two D.C. policy items—the bipartisan infrastructure framework and debt ceiling deliberations—could add one more complication for equities markets.----- Transcript -----Welcome to Thoughts on the M...
23 Syys 20213min
Special Episode: How Will China Manage the Housing Downturn?
On this special episode, we address key questions around struggles in China's property sector, as well as any potential spillover into the broader economy.----- Transcript -----Chetan Ahya Welcome to ...
22 Syys 20218min
Special Episode: Unpacking Climate Action in Congress
This Climate Week, we preview environmental policy proposals within the $3.5 Trillion Budget Reconciliation Bill. What will it mean for investors and the response to climate change?----- Transcript --...
21 Syys 20218min
Mike Wilson: The Final Chapter of the Mid-Cycle Transition?
Although many commentators point to the S&P 500 near all-time highs as a rationale for higher stock prices, markets may be facing a bumpy road ahead.----- Transcript -----Welcome to Thoughts on the Ma...
20 Syys 20213min
Special Episode: Untangling Global Spikes in Commodity Prices
We look at how soaring energy prices in Spain, gas prices in the U.S. and aluminum prices globally could all be linked to coal mines in China.----- Transcript -----Andrew Sheets Welcome to Thoughts on...
17 Syys 202110min
Special Encore: A Good Time to Borrow?
Original Release on August 13th, 2021: Across numerous metrics, the current environment may be an unusually good time to borrow money. What does this mean for equities, credit and government bonds? Ch...
16 Syys 20213min
Michael Zezas: What’s on Tap for U.S. Taxes?
Although markets have been preparing for the notion of tax hikes, a flurry of recent legislative activity may suggest where tax policy will eventually land.----- Transcript -----Welcome to Thoughts on...
15 Syys 20212min
Graham Secker: Re-engaging with Cyclical Value in Europe
With the summer growth scare in Europe possibly nearing an end—and relatively inexpensive valuations—cyclical stocks in Energy, Banking and Autos may be worth a fresh look.
14 Syys 20213min
