Why Central Banks Still Get It Wrong Sometimes
Central banks play a crucial role in monetary policy and moderating the business cycle. Our Head of Corporate Credit Research explains why, despite their power, these financial institutions can’t quic...
3 Jul 20243min
Investors Eye Reactions to US Presidential Debate
Our Global Head of Fixed Income recaps the aftermath of the first U.S. presidential debate, and how markets may react if forthcoming poll data shows a meaningful shift in the race.----- Transcript ---...
2 Jul 20243min
Housing Update: Home Prices Unlikely to Decline
Rising rents and mortgage payments have been at the center of the inflation discussion. Our Global Chief Economist assesses whether monetary policy can effectively blunt those figures. ----- Transcrip...
1 Jul 20244min
Why Good Data Is Good For Markets
Our Head of Corporate Credit Research makes the case against the popular notion that solid economic data would be bad for markets, and instead offers a rationale for why now, more than ever, is the ti...
28 Jun 20243min
Introducing: What Should I Do With My Money Season 2
If you're a listener to Thoughts on the Market you may be interested in Season 2 of our podcast: What Should I Do With My Money? ----------------Money is emotional and that can make it difficult to kn...
28 Jun 20243min
Funding the AI Revolution
As the infrastructure needs for artificial intelligence soar, so does the need for financing. Our Chief Fixed Income Strategist talks about the role credit markets can play in providing capital to pow...
27 Jun 20244min
Fiscal Sustainability and the French and US Elections
Our Global Chief Economist explains why markets are concerned about uncertainty around the French and US elections, and how their outcomes may affect each economy’s debt load.---- Transcript -----Seth...
26 Jun 20243min
Navigating the Narrow Stock Market
Our CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater importance for investors.----- Transcript -----Welco...
25 Jun 20244min
