Michael Zezas: One Fewer Election Blind Spot?

This week’s meeting between President Biden and President Xi was not a return to an earlier phase of relations between their two countries. Instead, it suggested the normalization of a sort of ‘compet...

17 Nov 20213min

The housing market has seen record home price growth this year. But who does this boom benefit and who gets left behind?----- Transcript -----Jim Egan Welcome to Thoughts on the Market. I'm James Egan...

17 Nov 20219min

Coming out of a year marked by greater uncertainty and volatility, 2022 is poised to be a year which favors single stock investing over a focus on style and sector.----- Transcript -----Welcome to Tho...

15 Nov 20214min

Over the last decade, bonds have been a source of stability. But, with surprising moves this past month, they’ve now become a risk-management challenge that stands out amongst other asset classes.----...

12 Nov 20213min

Coming out of last week’s FOMC meeting, the Fed’s wants are becoming clearer but the implications into 2022 for asset prices, interest rates and exchange rates remain to be seen.----- Transcript -----...

11 Nov 20214min

The bipartisan infrastructure bill has passed, and while investors will see some short term impacts, the bigger question is how long will it take for markets to see a return on these investments?-----...

11 Nov 20212min

Third quarter earnings are heading into the home stretch in Europe and the UK, but while a solid number of companies have beat earnings estimates, market reaction has been a bit curious.----- Transcri...

9 Nov 20213min

As we head towards year end, stock and bond markets appear to be sending mixed signals for the year ahead. For investors, the truth could lie somewhere in the middle.----- Transcript -----Welcome to "...

8 Nov 20214min