Is Clean Power at a Tipping Point in Asia?
Our South Asia Energy Analyst Mayank Maheshwari discusses the main drivers behind a shifting electric power landscape in his outlook for Asia energy.----- Transcript -----Welcome to Thoughts on the Ma...
20 Nov 20243min
Global Outlook: Housing, Currency Markets in Focus
On the second part of a two-part roundtable, our panel gives its 2025 preview for the housing and mortgage landscape, the US Treasury yield curve and currency markets.----- Transcript -----Vishy Tirup...
19 Nov 202412min
Global Outlook: What’s Ahead for Markets in 2025?
On the first part of a two-part roundtable, our panel discusses why the US is likely to see a slowdown and where investors can look for growth.----- Transcript -----Vishy Tirupattur: Welcome to Though...
18 Nov 202410min
The Beginning of an M&A Boom?
Our head of Corporate Credit Research Andrew Sheets explains why a stronger economy, moderate inflation and future rate cuts could prompt deal-making.----- Transcript -----Welcome to Thoughts on the M...
15 Nov 20244min
Decoding Signals Following the US Election
While the market waits for the incoming Trump administration to present its policy agenda, our Global Head of Fixed Income and Thematic Research Michael Zezas maps out some areas of early investor int...
14 Nov 20242min
US Elections: Lessons From the UK
As President-Elect Trump’s new administration takes shape, all eyes are on fiscal policy that may follow. Our Global Chief Economist Seth Carpenter uses the United Kingdom’s recent election as a guide...
13 Nov 20244min
Will Tariffs Dampen Asia’s Economic Growth?
Our Chief Asia Economist Chetan Ahya discusses the potential impact of tariffs on China and other Asian countries following the US election.----- Transcript -----Welcome to Thoughts on the Market. I’m...
12 Nov 20243min
Pricing In the Likely Republican Sweep
With the Republican party poised to clinch control of the White House and Congress, our CIO and Chief US Equity Strategist says markets are readying for a lighter regulatory environment, supportive ta...
11 Nov 20244min
