Europe: Geopolitics and the ECB
As the European Central Bank prepares to meet, the war in Ukraine continues to add to uncertainty, forcing investors in Europe to adjust their expectations for the remainder of the year. Chief Cross A...
7 Apr 202211min
Michael Zezas: Will Gas Prices Come Down?
As the U.S. government attempts to combat high gas prices by drawing on its oil reserves, investors should pay attention to the impacts on the U.S. economy and consumer behavior.----- Transcript -----...
6 Apr 20222min
Special Encore: The Fed - Learning From the Last Hiking Cycle
Original Release on March 30th, 2022: As the Fed kicks off a new rate hiking cycle, investors are looking back at the previous hiking cycle to ease their concerns today. Head of Public Policy Research...
5 Apr 20226min
Mike Wilson: Revisiting the 2022 Outlook
With the end of the first financial quarter of 2022 the market has begun to price in some of the continuing risks to economic growth, forcing investors to reconsider the trajectory for the rest of the...
4 Apr 20224min
Andrew Sheets: Markets Look to the Yield Curve
Investors are looking to the U.S. Treasury bond market as concerns rise around what the flattening, and potential inversion, of the yield curve might mean.-----Transcript-----Welcome to Thoughts on th...
1 Apr 20223min
Sheena Shah: Is Cryptocurrency Becoming Currency?
As interest in using cryptocurrencies for transactions continues to rise for both consumers and businesses, crypto has begun a cycle of increased stability and popularity - but the question is, can th...
31 Mar 20224min
The Fed: Learning From the Last Hiking Cycle
As the Fed kicks off a new rate hiking cycle, investors are looking back at the previous hiking cycle to ease their concerns today. Head of Public Policy Research and Municipal Strategy Michael Zezas ...
30 Mar 20226min
Energy: Oil, Gas and the Clean Energy Transition
As oil and gas prices rise, governments and investors must weigh investment in clean energy initiatives and new capacity in traditional energy commodities. Head of North American Power & Utilities and...
29 Mar 202211min
