Michael Zezas: What the ‘X-Date’ Means for Investors
With the deadline to raise the debt ceiling looming closer, will recent banking challenges reduce Congress's willingness to take risks with the economy?----- Transcript -----Welcome to the Thoughts on...
5 Apr 20232min
Seth Carpenter: China’s Impact on Global Growth
As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.----- Transcript -----Welcome to Thoughts on the Mar...
4 Apr 20233min
Mike Wilson: Not All Bank Reserves Are Created Equal
Recent increases in the Fed’s balance sheet may not have the same impact on money supply, growth and equities as in previous cycles.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wi...
3 Apr 20233min
Andrew Sheets: Be Careful What You Wish For
Given recent signs of slowing in a previously strong economy, investors may want to look to history before wishing for weaker growth.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew...
31 Mar 20233min
Vishy Tirupattur: A Challenging Road for Commercial Real Estate
As regional banks contend with sector volatility, commercial real estate could face challenges in securing new loans and refinancing debt when it matures.----- Transcript -----Welcome to Thoughts on t...
30 Mar 20233min
Lauren Schenk: Analyzing the Online Dating Market
Many investors are questioning if the online dating market has become saturated and, in turn, if there is still a growth runway for the industry.----- Transcript -----Welcome to Thoughts on the Market...
29 Mar 20233min
Introducing: What Should I Do With My Money?
If you're a listener to Thoughts on the Market you may be interested in our new podcast: What Should I Do With My Money? ----------------Managing our money can be ... a lot. It's one of the most impor...
29 Mar 20232min
Graham Secker: A Moment of Calm for European Equities
Amid uncertainty in the global banking sector, are European equities a safe haven for investors to weather the storm?----- Transcript -----Welcome to Thoughts on the Market. I'm Graham Secker, Head of...
28 Mar 20233min
