Shaky U.S. Consumer Confidence May Be a Leading Signal
Two recent surveys indicate that U.S. consumer confidence has shown a notable decline amid talks about inflation and potential tariff. Our Head of Corporate Credit Research Andrew Sheets discusses the...
27 Feb 20254min
The Impact of Shifting Immigration Policy
Our Chief U.S. Economist Michael Gapen discusses the possible economic implications of restrictive immigration policies in the U.S., highlighting their potential effect on growth, inflation and labor ...
26 Feb 20254min
Cruises Set Sail for Private Islands
A shift to private destinations for cruise lines could affect both operators and guests by 2030. Our Europe Leisure & Travel analyst Jamie Rollo explains.----- Transcript -----Welcome to Thoughts on t...
25 Feb 20254min
What’s Behind the Recent Stock Tumble?
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the challenges to growth for U.S. stocks and why some investors are looking to China and Europe.----- Transcript -----Welcome to Thoughts ...
24 Feb 20254min
How a Potential Ukraine Peace Deal Could Impact Airlines
Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan explores how a potential peace deal in Ukraine could reshape the global airline industry.----- Transcript -----Welcome to Though...
21 Feb 20253min
The Downside Risks of Reciprocal Tariffs
Our Global Chief Economist Seth Carpenter explains the potential domino effect that President Trump’s reciprocal tariffs could have on the U.S. and global economies.----- Transcript -----Seth Carpente...
20 Feb 20254min
A Rollercoaster Housing Market
Our co-heads of Securitized Products Research, James Egan and Jay Bacow, explain how the increase in home prices, a tight market supply and steady mortgage rates are affecting home sales.----- Transcr...
19 Feb 20257min
Finding Opportunity in an Uncertain U.S. Equity Market
Our CIO and Chief U.S. Equity Strategy Mike Wilson suggests that stock, factor and sector selection remain key to portfolio performance.----- Transcript -----Welcome to Thoughts on the Market. I'm Mik...
18 Feb 20254min
