U.S. Housing: Breaking Records not Bubbles
With home prices hitting new highs and inventory hitting new lows, the differences between now and the last housing bubble may help ease investors' worries that the market is about to burst. Co-Heads ...
16 Jun 20225min
Michael Zezas: Can the Muni Market Provide Shelter?
With concern high over inflation and tightening Fed policy, investors looking for practical solutions may want to take another look at the municipal bond market.-----Transcript-----Welcome to Thoughts...
15 Jun 20222min
Graham Secker: The High Cost of Capital
As central bank policy across the globe shifts from tight fiscal policy to tight monetary policy, the rising cost of capital will have long-term consequences for investors.-----Transcript-----Welcome ...
14 Jun 20223min
Mike Wilson: The Decline in Consumer Sentiment
With consumer sentiment hitting an all time low due to inflation concerns, the question investors should be asking is, are these risks to the economy properly priced into the market?-----Transcript---...
13 Jun 20223min
Robert Rosener: The Continued Rise in Inflation
As inflation continues to rise beyond expectations, the Fed is set to meet next week, leaving markets to wonder if an acceleration in rate hikes might be in store this summer.-----Transcript-----Welco...
10 Jun 20223min
Andrew Sheets: How Useful is Investor Sentiment?
While many investors may be curious to know what other investors are thinking about current and future market trends, there’s a lot more to the calculation of investor sentiment than one might think.-...
9 Jun 20223min
Seth Carpenter: Spiking Food Prices and the Global Economy
Under the combined stresses of dry weather, COVID, and the Russian invasion of Ukraine, agricultural prices are spiking, and many countries are scrambling to combat the consequences to the global econ...
8 Jun 20224min
U.S. Politics: How the Midterms Could Affect Your Tax Rates
As some provisions of the Tax Cuts and Jobs Act start to kick in and others are set to expire, the future of U.S. tax rates may hinge on the results of the upcoming midterm elections. Head of U.S. Pub...
7 Jun 20225min
