Matt Hornbach: Inflation Fears Drive Central Bank Actions
Real interest rates are on the rise in Europe and the US and central banks are responding. This may impact currency markets headed into the fall. Matt Hornbach, Global Head of Macro Strategy, explains...
28 Sep 20213min
Mike Wilson: The Process Matters
Our analyst’s equity positioning models have held up well and we continue to rely on an understanding of historical cycles as we move through this mid-cycle transition. Chief Investment Officer Mike W...
27 Sep 20213min
Andrew Sheets: The Fed Shuffles Toward the Exit
This week, the Fed hinted that a taper announcement in November could be in store, adding one more wrinkle into events that investors will need to navigate this fall.----- Transcript -----Welcome to T...
24 Sep 20213min
Michael Zezas: Two Potential Catalysts to Watch for Fall Volatility
Why two D.C. policy items—the bipartisan infrastructure framework and debt ceiling deliberations—could add one more complication for equities markets.----- Transcript -----Welcome to Thoughts on the M...
23 Sep 20213min
Special Episode: How Will China Manage the Housing Downturn?
On this special episode, we address key questions around struggles in China's property sector, as well as any potential spillover into the broader economy.----- Transcript -----Chetan Ahya Welcome to ...
22 Sep 20218min
Special Episode: Unpacking Climate Action in Congress
This Climate Week, we preview environmental policy proposals within the $3.5 Trillion Budget Reconciliation Bill. What will it mean for investors and the response to climate change?----- Transcript --...
21 Sep 20218min
Mike Wilson: The Final Chapter of the Mid-Cycle Transition?
Although many commentators point to the S&P 500 near all-time highs as a rationale for higher stock prices, markets may be facing a bumpy road ahead.----- Transcript -----Welcome to Thoughts on the Ma...
20 Sep 20213min
Special Episode: Untangling Global Spikes in Commodity Prices
We look at how soaring energy prices in Spain, gas prices in the U.S. and aluminum prices globally could all be linked to coal mines in China.----- Transcript -----Andrew Sheets Welcome to Thoughts on...
17 Sep 202110min
