Special Episode: Highs—and Lows—in U.S. Housing
Affordability pressures continue to mount as housing supply tightens. How long will home prices continue setting records and what could it mean for credit availability?----- Transcript -----James Egan...
7 Okt 20218min
Michael Zezas: Washington’s Trio of Tricky Travails
Discussions in D.C. over the infrastructure framework, budget reconciliation bill and debt ceiling could impact more than just politics. What could it mean for stocks and bond yields?----- Transcript ...
6 Okt 20212min
Special Episode: COVID-19 - Will Pills Change the Game?
New data on an oral antiviral treatment could have significant impact on the COVID treatment landscape. What’s next for treatments, booster shots and child vaccines.----- Transcript -----Andrew Sheets...
5 Okt 202110min
Reza Moghadam: Post-Merkel Politics in Europe
After 16 years, German Chancellor Angela Merkel is stepping down. While the full implications for Europe remain unclear, some contours of the post-Merkel government are now taking shape.----- Transcri...
4 Okt 20215min
Special Episode, Part 2: Taking the Temperature of Individual Investors
On part two of this special episode, Lisa Shalett and Andrew Sheets dive into meme stocks and individual investor trading advantages… and pitfalls.----- Transcript -----Andrew Sheets Welcome to Though...
1 Okt 20217min
Special Episode: Taking the Temperature of Individual Investors
On part one of this Special Episode, Lisa Shalett, Chief Investment Officer for Morgan Stanley Wealth Management, discusses the new shape of retail investing and the impact on markets.----- Transcript...
30 Sep 20219min
Michael Zezas: Will the Democrats Go Big or Go Small?
The eventual size of the Democratic Party’s fiscal policy legislation – for taxes and for spending – will likely impact the bond market as well as the policy landscape.----- Transcript -----Welcome to...
30 Sep 20212min
Jonathan Garner: Economic Surprises = Earnings Surprises
With incoming global growth data missing consensus expectations, emerging markets equity earnings revisions could fall back into negative territory for the first time since May 2020.----- Transcript -...
29 Sep 20213min
