Andrew Sheets: Will Markets Stay Resilient?
While investors are feeling optimistic with the strong performance in markets despite some predicted challenges, it may be too soon to tell if these possible hurdles have been completely avoided.-----...
14 Jun 20233min
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
