Special Encore: Asia’s Economy Outlook - Recovery Picking Up Steam
Original Release on June, 15th 2023: With more Asian economies on pace to join the recovery path set by China, confidence in economic outperformance versus the rest of the world is rising. ----- Trans...
3 Jul 20233min
Special Encore: Mid-Year U.S. Consumer Outlook - Spending, Savings and Travel
Original Release on June, 6th 2023: Consumers in the U.S. are largely returning to pre-COVID spending levels, but new behaviors related to travel, credit availability and inflation have emerged.----- ...
30 Jun 20237min
U.S Housing: The Market Is Not a Monolith
A surprising increase in the sale of new homes doesn’t mean that overall demand for housing is on the rise. Find out what to expect for the rest of the year.----- Transcript -----Jim Egan: Welcome to ...
29 Jun 20236min
Corporate Credit Outlook: Higher Interest Rates Challenge Lower-Quality Borrowers
How will corporate credit markets fare as the Fed keeps rates higher for longer? Look for wider spreads, further decompression and muted excess returns. ----- Transcript -----Welcome to Thoughts on th...
28 Jun 20233min
Ed Stanley: Key Lessons as AI Goes Mainstream
With A.I. rapidly reaching the mass market, investors are pondering the risks and upsides to A.I. diffusion. History may provide some answers.----- Transcript -----Welcome to Thoughts on the Market. I...
27 Jun 20235min
Emerging Markets: Climate Finance and Credit
While many countries are gearing up to combat climate change, financing these large projects may pose a challenge. ----- Transcript -----Simon Waever: Welcome to Thoughts on the Market. I'm Simon Waev...
26 Jun 20238min
Mid-Year U.S. Dollar Outlook: An Important Driver for Returns
This year, foreign exchange has been even harder than usual to predict. Even so, the outlook for the U.S. Dollar may prove to be a handy asset moving forward.----- Transcript -----Welcome to Thoughts ...
23 Jun 20232min
Mid-Year U.S. Economic Outlook: Will the Fed Continue to Hike?
As the U.S. Economy still angles for a soft landing, the recent Federal Open Markets Committee meeting may have left more questions than answers.----- Transcript -----Welcome to Thoughts on the Market...
22 Jun 20232min
