Thoughts on the Market

Our Head of Corporate Credit Research, Andrew Sheets, expects a sticky but shallow cycle for defaults on loans, with solid quality overall in high-grade credit.----- Transcript -----Andrew Sheets: Wel...

6 Sep 20244min

Our US Public Policy and Global Commodities strategists discuss how the outcome of the election could affect energy markets in the US and around the world.----- Transcript -----Ariana Salvatore: Welco...

5 Sep 20249min

Despite a flurry of election news, little may have changed for investors weighing the possible outcomes. Our Head of Fixed Income and Thematic Research, Michael Zezas, explains why this is the case as...

4 Sep 20243min

While venture capital is taking a more cautionary approach with crypto startups, the buzz around GenAI is only increasing.----- Transcript -----Welcome to Thoughts on the Market. I’m Ed Stanley, Morga...

3 Sep 20244min

Original Release Date August 8, 2024: Our Head of Europe Sustainability Research discusses how rising longevity is revolutionizing our fundamental approach from reactive to proactive treatment.----- T...

30 Aug 20244min

As the US Federal Reserve mulls a forthcoming interest rate cut, our Head of Corporate Credit Research and Global Chief Economist discuss how it is balancing inflationary risks with risks to growth.--...

29 Aug 202411min

While mortgage rates have come down, our Co-heads of Securitized Products Research say the US housing market still must solve its supply problem.----- Transcript -----Jim Egan: Welcome to Thoughts on ...

28 Aug 20247min

Our CIO and Chief US Equity Strategist explains why there’s pressure for the August jobs report to come in strong -- and what may happen to the market if it doesn’t. ----- Transcript -----Welcome to T...

27 Aug 20244min