Midyear Credit Outlook Favors Moderation
Our Head of Corporate Credit Research explains why moderate economic growth offers opportunities in credit markets – if investors choose carefully.----- Transcript -----Welcome to Thoughts on the Mark...
24 Touko 20243min
Midyear Housing Outlook: Is Home Sale Activity Picking Up?
With cooling inflation and an expected drop for mortgage rates, will more affordable housing lead to a big spike in sales? Our Co-Heads of Securitized Product Research take stock of the US housing mar...
23 Touko 20246min
Midyear US Economic Outlook: Continued Resilience
Why is the US economy poised for a strong second half of the year, despite slowing GDP growth? Our Chief US Economist points to population growth, housing demand and anticipated Fed rate cuts. ----- T...
22 Touko 20243min
Midyear Cross-Asset Outlook: Bullish Possibilities
Our Global Cross-Asset Strategist and Global Chief Economist discuss the state of asset markets at the midway point of 2024, and why the current backdrop suggests positive directions for several key m...
21 Touko 20249min
Midyear Economic Outlook: Reasons for Optimism
Our Global Chief Economist and Global Cross-Asset Strategist discuss the state of the global economy at the midpoint of 2024, including how the U.S. and Europe are on growth trajectories despite volat...
20 Touko 20246min
Seeking Better Value in Emerging Market Debt
Our Head of Corporate Credit Research explains why the debt of high-rated EM countries is a viable alternative for investors looking for high yields with longer duration.----- Transcript -----Welcome ...
17 Touko 20243min
Get Ready for a Summer Travel Boom
Our research shows travelers are willing to spend more this summer than last. U.S. Thematic Strategist Michelle Weaver explains how this will impact the airline, cruise and lodging industries. ----- T...
16 Touko 20243min
The Narrow Scope of US Tariffs on China
Our Global Head of Fixed Income and Thematic Research explains that the Biden administration’s new tariffs on Chinese imports are narrower than those of 2018 and 2019, but still send a signal about th...
15 Touko 20242min
