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)

Special Episode: Sanctions, Bonds and Currency Markets

Special Episode: Sanctions, Bonds and Currency Markets

With multiple countries now imposing sanctions, investors in Russian government bonds and currencies will need to consider their options as the risk of default rises.Important note regarding economic ...

11 Mar 20228min

Special Episode: Inflation, Energy and the U.S Consumer

Special Episode: Inflation, Energy and the U.S Consumer

As inflation remains a focal point for the U.S. consumer, higher energy costs will dampen discretionary spending for some. But not all are impacted equally and there may be good news in this year’s ta...

10 Mar 20228min

Michael Zezas: The Macro Impacts of Oil Prices

Michael Zezas: The Macro Impacts of Oil Prices

With the rising cost of oil comes concerns around economic growth, but the distinction between the impact in Europe and the US is important, presenting both challenges and opportunities for investors....

9 Mar 20222min

Graham Secker: Stagflation Pressure Meets Pricing Power

Graham Secker: Stagflation Pressure Meets Pricing Power

As European markets price in slowing growth, increased inflation and geopolitical tensions, pricing power is a potential focus for European investors looking to weather the storm.-----Transcript-----W...

8 Mar 20223min

Mike Wilson: A More Bearish View for 2022

Mike Wilson: A More Bearish View for 2022

The year of the stock picker is in full swing as investors look towards a future of Fed tightening and geopolitical uncertainty, where some individual stocks will fare better than others.-----Transcri...

7 Mar 20223min

Andrew Sheets: A Different Story for Global Markets

Andrew Sheets: A Different Story for Global Markets

While the U.S. continues to see high valuations, rising inflation, and slow policy tightening, the story is quite different for many markets outside the U.S.Important note regarding economic sanctions...

4 Mar 20222min

Special Episode: How Fed Policy Impacts Housing

Special Episode: How Fed Policy Impacts Housing

As the Fed continues to signal coming rate hikes this year, the housing market will face implications across home sales, mortgage rates, and fundamentals.-----Transcript-----Jay Bacow: Welcome to Thou...

3 Mar 20226min

Michael Zezas: Key Questions Amidst Geopolitical Tensions

Michael Zezas: Key Questions Amidst Geopolitical Tensions

The recent crisis in Ukraine has caused a great deal of uncertainty in the economy and markets. To cut through the noise, we take a look at the three key questions we are hearing from investors.Import...

3 Mar 20223min

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