Mike Wilson: Has the U.S. Government Hit a Fiscal Wall?
Although Congress agreed on a short-term deal to avoid a shutdown, the increase in the deficit and lack of fiscal discipline may concern investors in the long run.----- Transcript -----Welcome to Thou...
2 Okt 20233min
U.S. Economy: What AI Means for People Doing Multiple Jobs
The number of U.S. workers with multiple income streams is increasing steadily, with earnings of $200 billion today poised to double by 2030. Generative AI could help these “multi-earners” hold down t...
29 Sep 20239min
Jonathan Garner: Volatility in Asia and Emerging Markets
With volatility in Asia and emerging markets causing both upswings and downswings, certain markets will be critical as uncertainty continues.----- Transcript -----Welcome to Thoughts on the Market. I'...
28 Sep 20233min
U.S. Policy: The Economic Impact of a Government Shutdown
If government funding expires next week, the shutdown combined with other economic issues could make for a weak fourth quarter. Global Head of Fixed Income and Thematic Research Michael Zezas and U.S....
27 Sep 20235min
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed.-...
26 Sep 20233min
Mike Wilson: A Shift in Stock Personalities
With the economy late in its current cycle, early-cycle performers such as consumer and housing stocks are underperforming while energy and industrials should continue to outperform.----- Transcript -...
25 Sep 20234min
Andrew Sheets: The Rise of Corporate Bond Yields
September historically has been a big month for corporate bond issuance, but borrowing looks less attractive to companies due to the large rise in yields.----- Transcript -----Welcome to Thoughts on t...
22 Sep 20233min
US Economy: Stronger Growth in the U.S. Economy
Even with the possibility of a fourth-quarter slowdown in consumer spending, positive data across the board suggests the U.S. economy is still on track for a soft landing.----- Transcripts -----Ellen ...
21 Sep 20236min
