European Equities Outlook: Short-Term Pain, Long-Term Gain
With the European economy losing momentum amidst a rally in growth stocks globally, the time of European equity outperformance may be in the past for now.----- Transcript -----Welcome to Thoughts on t...
13 Jun 20233min
Mike Wilson: A Historically Concentrated Market
With AI gaining momentum among investors and the Fed potentially pausing on rate hikes, signs are now pointing towards the end of the bear market rally.----- Transcript -----Welcome to Thoughts on the...
12 Jun 20234min
Mid-Year Strategy Outlook: Risk/Reward in Currency and Commodities
While the forecast for global bonds remains strong for the latter half of 2023, other asset classes could see bifurcated results across regions.----- Transcript -----Seth Carpenter: Welcome to Thought...
9 Jun 20239min
Mid-Year Economic Outlook: A Dichotomy Worth Watching
As we look toward the second half of 2023, the U.S. and Europe are likely to see very slow growth but avoid a recession, while Asia may be poised to become an engine of economic growth.----- Transcrip...
8 Jun 202310min
Michael Zezas: After the Debt Ceiling, What’s Next?
On the heels of Congress’s raising the debt ceiling, markets are wondering: What’s next from D.C.? Here are three things we’re watching.----- Transcript -----Welcome to Thoughts on the Market. I'm Mic...
7 Jun 20232min
Mid-Year U.S. Consumer Outlook: Spending, Savings and Travel
Consumers in the U.S. are largely returning to pre-COVID spending levels, but new behaviors related to travel, credit availability and inflation have emerged.----- Transcript -----Michelle Weaver: Wel...
6 Jun 20237min
Mike Wilson: Earnings Cycle Still Running Short and Hot
The recovery in 2024 and 2025 looks promising, but the worst of the earnings cycle is likely not over, even for technology stocks.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wils...
5 Jun 20233min
Special Encore: Erik Woodring: Are PCs on the Rebound?
Original Release on May 11th, 2023: While personal computer sales were on the decline before the pandemic, signs are pointing to an upcoming boost.----- Transcript -----Welcome to Thoughts on the Mark...
2 Jun 20233min
