Thoughts on the Market

Third-quarter consumer spending was strong, but a growing gap between middle- and higher-income consumers may affect the holiday shopping season.----- Transcript -----Michelle Weaver: Welcome to Thoug...

21 Nov 20236min

The next phase in artificial intelligence could be “edge AI,” which lowers costs and improves security by embedding AI capabilities directly in smartphones and other devices.----- Transcript -----Welc...

20 Nov 20233min

Our Chief U.S. Economist previews the key economic themes of 2024, including potential rate cuts, housing affordability, job growth and more. ----- Transcript -----Welcome to Thoughts on the market. I...

17 Nov 20233min

After poor performance in 2022, a traditional 60/40 equity/bond portfolio could see an annual return around 8% over the next decade.----- Transcript -----Welcome to your Thoughts on the Market. I'm Se...

16 Nov 20234min

If you're a listener to Thoughts on the Market you may be interested in another of our podcasts: What Should I Do With My Money? -----------------------------------------------------------------------...

15 Nov 20233min

Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, currencies, housing and more. ----- Transcript -----Vis...

15 Nov 202310min

As global growth takes a hit and inflation begins to cool, how does the road ahead look for central banks and investors? Chief Fixed Income Strategist Vishy Tirupattur hosts a roundtable with Chief Ec...

14 Nov 20238min

Investors whose corporate bond holdings have lost value in 2023 could sell before the end of the year, locking in their losses to offset gains elsewhere. Here are three reasons that they probably won’...

10 Nov 20233min