Three Risks for the Third Quarter
Our head of Corporate Credit Research, Andrew Sheets, notes areas of uncertainty in the credit, equity and macro landscapes that are worth tracking as we move into the fall.----- Transcript -----Welco...
26 Jul 20243min
Investors’ Questions After Election Shakeup
Markets are contending with greater uncertainty around the US presidential election following President Biden’s withdrawal. Our Global Head of Fixed Income and Thematic Research breaks down what we kn...
25 Jul 20242min
How Asian Markets View US Elections
Our Chief Asia Economist explains how the region’s economies and markets would be affected by higher tariffs, and other possible scenarios in the US elections.----- Transcript -----Welcome to Thoughts...
24 Jul 20244min
Almost Human: Robots in Our Near Future
Our Head of Global Autos & Shared Mobility discusses what makes humanoid robots a pivotal trend with implications for the global economy.----- Transcript -----Welcome to Thoughts on the Market. I’m Ad...
23 Jul 20243min
Business Cycle May Trump Politics
Our CIO and Chief US Equity Strategist explains that in the event of a Republican sweep in this fall’s U.S. elections, investors should not expect a repeat of 2016 given the different business environ...
22 Jul 20245min
Why Credit Markets Like Moderation
Our Head of Corporate Credit Research shares four reasons that he believes credit spreads are likely to stay near their current lows.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew...
19 Jul 20243min
The Surprising Link Between Auto Insurance and Inflation
Our experts discuss how high prices for auto insurance have been driving inflation, and the implications for consumers and the Fed now that price increases are due to slow.----- Transcript -----Seth C...
18 Jul 20249min
Navigating Market Reactions to the News Cycle
Financial markets can be sensitive to news cycles, but our Global Head of Fixed Income and Thematic Research offers a word of caution about reacting to recent headlines about the US presidential elect...
17 Jul 20243min
