Michael Zezas: One Fewer Election Blind Spot?

Michael Zezas: One Fewer Election Blind Spot?

Although it’s possible that the results of the 2020 U.S. election won’t come on Nov. 3rd, there is some fresh evidence that it may unfold more smoothly than pundits predict.

Episoder(1565)

U.S. Politics: Market Implications of the Midterm Election

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

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

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

Matthew Hornbach: Will Treasury Yields Move Higher?

Matthew Hornbach: Will Treasury Yields Move Higher?

With growth slowing and the Fed focused on fighting inflation, investors should note that the outlook for government bonds depends on more than just central bank policy.-----Transcript-----Welcome to ...

26 Mai 20223min

Asia: Supply Chain Woes, and Opportunities

Asia: Supply Chain Woes, and Opportunities

Stress on supply chains has driven a slowdown in globalization, but there are also investment opportunities emerging, particularly in Asia. Head of Public Policy Research and Municipal Strategy Michae...

25 Mai 20227min

Sheena Shah: What is Causing the Crypto Downturn?

Sheena Shah: What is Causing the Crypto Downturn?

So far this year cryptocurrencies have been on a swift downturn, increasingly in line with equity market moves. What's behind this correlation? And what should investors watch out for next?Digital ass...

24 Mai 20223min

Mike Wilson: 2022 Mid-Year Takeaways

Mike Wilson: 2022 Mid-Year Takeaways

As we enter the second half of 2022, the market is signaling a continued de-rating of equities, lingering challenges for consumers, and an increased bearishness among equity investors.-----Transcript-...

23 Mai 20223min

Andrew Sheets: Finding Order in Market Chaos

Andrew Sheets: Finding Order in Market Chaos

2022 is off to a rocky start for markets, but there is an organization to this downturn that is unlike recent episodes of market weakness, meaning investors can use tried-and-true strategies to bring ...

20 Mai 20222min

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