Mike Wilson: Inflation Drags on Forward Earnings
While ongoing inflation has had some positive effects, consumers continue to feel its ill effects and we are beginning to see net negatives for earnings growth as Q1 earnings season begins.-----Transc...
19 Apr 20224min
U.S. Economy: When to Worry About the Yield Curve
While there continues to be a lot of market chatter surrounding recession risks and the U.S. Treasury yield curve, there are several key factors that make the most recent dip into inversion different....
15 Apr 20229min
Michael Zezas: An Optimistic Look at Bonds
As investors continue to discuss the uncertainty surrounding the U.S. Treasury market, there may be some good news for bond holders as the year progresses.-----Transcript-----Welcome to Thoughts on th...
13 Apr 20222min
U.S. Housing: Supply, Demand, and the Yield Curve
In light of the U.S. Treasury yield curve recently inverting, many are asking if home prices will be affected and how the housing market might look going forward. Co-Heads of U.S. Securitized Product ...
12 Apr 20227min
Special Encore: Sheena Shah - Is Cryptocurrency Becoming Currency?
Original Release on March 31st, 2022: As interest in using cryptocurrencies for transactions continues to rise for both consumers and businesses, crypto has begun a cycle of increased stability and po...
12 Apr 20224min
Andrew Sheets: A New Outlook on U.S. Bonds
Since the Fed’s first rate hike and the inversion of the U.S. Treasury yield curve, the outlook on U.S. government bonds has changed, leading to a new take on U.S. Bonds.-----Transcript-----Welcome to...
8 Apr 20223min
Europe: Geopolitics and the ECB
As the European Central Bank prepares to meet, the war in Ukraine continues to add to uncertainty, forcing investors in Europe to adjust their expectations for the remainder of the year. Chief Cross A...
7 Apr 202211min
Michael Zezas: Will Gas Prices Come Down?
As the U.S. government attempts to combat high gas prices by drawing on its oil reserves, investors should pay attention to the impacts on the U.S. economy and consumer behavior.----- Transcript -----...
6 Apr 20222min
