2023 European Outlook: Recession & Beyond
As we head into a new year, Europe faces multiple challenges across inflation, energy and financial conditions, meaning investors will want to keep an eye on recession risk, the ECB, and European equi...
28 Nov 20227min
Michelle Weaver: A Very Different Holiday Shopping Season
As we enter the holiday shopping season, the challenges facing consumers and retailers look quite different from 2021, so how will inflation and high inventory impact profit margins?----- Transcript -...
25 Nov 20223min
Michael Zezas: Mixed News from the U.S./China Meeting
While the recent meeting between U.S. President Biden and China’s President Xi has signaled near term stability for the relationship between the two countries, investors will need to understand what t...
23 Nov 20222min
U.S. Outlook: What Are The Key Debates for 2023?
The year ahead outlook is a process of collaboration between strategists and economists from across the firm, so what were analysts debating when thinking about 2023, and how were those debates resolv...
22 Nov 202210min
Mike Wilson: When Will Market Volatility Subside?
While the outlook for 2023 may seem relatively unexciting, investors will want to prepare for a volatile path to get there, and focus on some key inflection points.----- Transcript -----Welcome to Tho...
21 Nov 20223min
Robin Xing: China’s 20th Party Congress Commits to Growth
At the recent 20th Party Congress in China, policy makers made economic growth a top priority, but what are the roadblocks that may be of concern to global investors?----- Transcript -----Welcome to T...
18 Nov 20224min
U.S. Housing: How Far Will the Market Fall?
With risks to both home sales and home prices continuing to challenge the housing market, investors will want to know what is keeping the U.S. housing market from a sharp fall mirroring the great fina...
17 Nov 20227min
2023 Global Strategy Outlook: Big Shifts in Dynamics
In looking ahead to 2023, the big dynamics of this year are poised to shift and investors will want to look for safety amidst the coming uncertainty. Chief Cross Asset Strategist Andrew Sheets and Glo...
17 Nov 20229min
