Seth Carpenter: Spiking Food Prices and the Global Economy
Under the combined stresses of dry weather, COVID, and the Russian invasion of Ukraine, agricultural prices are spiking, and many countries are scrambling to combat the consequences to the global econ...
8 Jun 20224min
U.S. Politics: How the Midterms Could Affect Your Tax Rates
As some provisions of the Tax Cuts and Jobs Act start to kick in and others are set to expire, the future of U.S. tax rates may hinge on the results of the upcoming midterm elections. Head of U.S. Pub...
7 Jun 20225min
Mike Wilson: Will Earnings Growth Reaccelerate?
While markets look forward to an acceleration in earnings growth and a subsequent rise in valuations over the next year, there are risks to this outlook that investors may want to consider before aban...
6 Jun 20223min
Special Encore: Mid-Year Economic Outlook - Slowing or Stopping?
Original Release on May 17th, 2022: As we forecast the remainder of an already uncertain 2022, new questions have emerged around economic data, inflation and the potential for a recession. Chief Cross...
3 Jun 202210min
Andrew Sheets: Are Central Banks Making a Mistake?
In the years since the Global Financial Crisis, central bank policy has been supportive and predictable. But as the economic backdrop changes, shifts in policy will come with risks and rewards.-----Tr...
2 Jun 20222min
U.S. Politics: Market Implications of the Midterm Election
Looking back on the 2016 and 2020 elections, it is clear that elections can have a significant impact on the U.S. economic outlook. The question is whether the coming midterm elections have any meanin...
1 Jun 20227min
Jonathan Garner: Keeping it Simple in Turbulent Times
While there continues to be turbulence in many sectors, such as energy and food, some Asia and Emerging Markets may fare better than others through the second half of an already hectic 2022.-----Trans...
31 Mai 20222min
Andrew Sheets: The Changing Story of Inflation
So far this year's economic story has been dominated by inflation and central bank policy, but as that landscape changes, is it time to shift focus back towards growth?-----Transcript-----Welcome to T...
27 Mai 20223min
