Jonathan Garner: Equity Markets Respond to Global Shifts
Global moves in elections, COVID restrictions and energy prices are having ripple effects across markets. How should investors think about these dynamics for Asia and EM equities?----- Transcript ----...
5 Nov 20212min
Andrew Sheets: A Taper Without a Tantrum?
Central bank support has been a key driver of market strength since last year. So how will markets react during the months-long tapering process?----- Transcript -----Welcome to Thoughts on the Market...
4 Nov 20213min
Matt Hornbach: What to Watch for When Markets Get Meta
Inflation rates, commodity prices and central bank policy are tied together through self-referential loops. With today’s FOMC meeting, it is worth a closer look at these meta dynamics.----- Transcript...
4 Nov 20214min
Michael Zezas: Short-Term vs. Long-Term Deficit
‘Build Back Better’ has gained support from all corners of the Democratic Party, but questions remain over how the framework is paid for. For investors, a look at short term dynamics may provide clari...
2 Nov 20212min
Special Encore: Clear Skies, Volatile Markets
Original Release on October 11th, 2021: As the weather chills and we head towards the end of the mid-cycle transition, the S&P 500 continues to avoid a correction. How long until equities markets cool...
1 Nov 20214min
Vishy Tirupattur: Corporate Credit - Calm Amidst the Storm
Investors have had a lot to take in over the past few weeks, but corporate credit markets remain calm despite turbulence elsewhere. Vishy Tirupattur explains. ----- Transcript -----Welcome to Thoughts...
29 Okt 20214min
Andrew Sheets: What Will Markets Return in the Long Run?
One of the great conundrums of finance is predicting what markets will return over the long run. But with some historical research and the power of math, the future can become a bit clearer.----- Tran...
28 Okt 20214min
Special Episode: Autonomous Trucking Speeds Ahead
Autonomous trucking may sound like science fiction, but its impacts on transportation costs, the labor market and a breadth of industries may be closer than we think.----- Transcript -----Adam Jonas W...
28 Okt 20218min
