Andrew Sheets: What Do Markets Reward? Progress.

Andrew Sheets: What Do Markets Reward? Progress.

Why are markets climbing despite a pandemic and this week’s demonstrations across the U.S.? The answer may lie with how markets view progress.

Episoder(1574)

Vishy Tirupattur: The Coming Challenges for Bank Credit

Vishy Tirupattur: The Coming Challenges for Bank Credit

Against the backdrop of volatility in the banking sector, tightening in consumer and commercial credit may have far-reaching impacts for economic growth.----- Transcript -----Welcome to Thoughts on th...

21 Mar 20233min

Mike Wilson: The Risk of a Credit Crunch

Mike Wilson: The Risk of a Credit Crunch

As markets look to recent bank failures, how are valuations for both stocks and bonds likely to change with this risk to growth?----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson...

20 Mar 20233min

Sustainability: Energy-Efficient Buildings in Europe

Sustainability: Energy-Efficient Buildings in Europe

As Europe commits to net-zero carbon emissions by 2050, one hurdle will be the energy emissions caused by buildings’ operations. What investment opportunities might come from energy renovation? Europe...

17 Mar 20235min

Michael Zezas: A New Dynamic for U.S. Banking

Michael Zezas: A New Dynamic for U.S. Banking

Investors’ renewed concerns around the banking system should have a variety of impacts on fixed-income investment.----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zezas, Global Hea...

16 Mar 20232min

Cryptocurrency: The Issue of Regulation

Cryptocurrency: The Issue of Regulation

As cryptocurrency has seen some of its major players topple, policy makers have set their sights on regulation. So what are some of the possible scenarios for crypto policy? U.S. Public Policy Researc...

15 Mar 20238min

Martijn Rats: Differing Prospects for Oil & Gas

Martijn Rats: Differing Prospects for Oil & Gas

While oil and gas prices generally move in similar directions, their current situation has deviated from market norms.----- Transcript -----Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan ...

14 Mar 20234min

Mike Wilson: What Bank Wind-Downs Mean for Equities

Mike Wilson: What Bank Wind-Downs Mean for Equities

Banking news and other market pressures are leading some depositors to move funds from traditional banks to higher-yielding securities. How will this affect economic growth and equity prices?----- Tra...

13 Mar 20233min

U.S. Tech: The Future of Artificial Intelligence

U.S. Tech: The Future of Artificial Intelligence

As the advancement of generative AI takes off, how might this inflection point in technology impact markets, companies, and investors alike? Equity Analyst and Head of U.S. Internet Research Brian Now...

10 Mar 202311min

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