Ed Stanley: Weight Loss Drugs and the Global Economy
Despite some falloff in consumer interest, anti-obesity drugs are still likely to have profound implications at both the macro and sectoral level.----- Transcript -----Welcome to Thoughts on the Marke...
9 Nov 20234min
Michael Zezas: Are the Worst Bond Returns Behind Us?
The recent treasury rally signals that perhaps the U.S. fiscal trajectory isn't as challenging as bond investors had feared.----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zezas, ...
8 Nov 20232min
Matt Cost: How AI Could Disrupt Gaming
AI could help video game companies boost engagement and consumer spending, but could also introduce competition by making it easier for new companies to enter the industry.----- Transcription -----Wel...
7 Nov 20232min
Mike Wilson: Will the Equity Market Rally Last?
Last week’s uptick in stock prices, driven by a pullback in bond yields and the Fed’s decision to hold rates steady, is likely to fizzle over the coming weeks.----- Transcript -----Welcome to Thoughts...
6 Nov 20234min
Andrew Sheets: Upgrades and Downgrades in Corporate Credit
As the majority of the stress from higher rates falls on weaker borrowers, investors should consider moving up in quality.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Gl...
3 Nov 20233min
US Economy: What Generative AI Means for the Labor Market
Generative AI could transform the nature of work and boost productivity, but companies and governments will need to invest in reskilling.----- Transcript -----Stephen Byrd: Welcome to Thoughts in the ...
2 Nov 20238min
Michael Zezas: What the New U.S. Speaker Means for Markets
Investors are questioning whether a new U.S. Speaker in the House of Representatives will push for fresh legislation, and whether a potential government shutdown is on the horizon.----- Transcript ---...
1 Nov 20232min
U.S. Housing: The Impact of High Mortgage Rates
With mortgage rates at their highest level in 20 years, housing affordability may deteriorate to levels not seen in decades.----- Transcript -----Jim Egan: Welcome to Thoughts on the Market. I'm Jim E...
31 Okt 20236min
