Graham Secker: Will European Equity Resilience Continue?
The banking sector appears stronger in Europe than it does in the U.S., but some other European sectors may be at risk of lower profitability.----- Transcript -----Welcome to Thoughts on the Market. I...
4 Mai 20233min
Michael Zezas: Congress Contends with the Debt Ceiling
Congress is finally set to begin debt ceiling negotiations. What are some possible outcomes and how might the negotiations affect economic growth?----- Transcript -----Welcome to Thoughts on the Marke...
3 Mai 20232min
Global Economy: Global Challenges Drive Productivity Investment
With the trend toward a multipolar world accelerating, companies are finding that investing in productivity may help protect margins. Ravi Shanker and Diego Anzoategui discuss.----- Transcript -----Ra...
2 Mai 20236min
Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation
As the banking sector is in the news again, investors wonder about an increase in borrowing from the Fed and possible restrictions on the horizon.----- Transcript -----Welcome to Thoughts on the Marke...
1 Mai 20233min
Ed Stanley: The Risky Path to a Multipolar World
With the world moving towards a more complex and decentralized multipolar structure, how will technology and infrastructure markets fare going forward?----- Transcript -----Welcome to Thoughts on the ...
28 Apr 20233min
Matthew Hornbach: The Return of Government Bonds
While government bonds have been less than desirable investments for the past two years, the tide may be turning on bond returns.----- Transcript -----Welcome to Thoughts on the Market. I'm Matthew Ho...
27 Apr 20233min
Michael Zezas: The Great Productivity Race
As multinational companies look towards a future of higher innovation costs and a shrinking labor pool, some corporate sectors may fare better than others in the multipolar world.----- Transcript ----...
26 Apr 20232min
Andrew Sheets: The U.S. Dollar and Cross-Asset Portfolios
With many investors predicting the U.S. dollar to continue to weaken, its potential for diversification and high yields may indicate otherwise.----- Transcript -----Welcome to Thoughts on the Market. ...
25 Apr 20232min
