Special Encore: Vishy Tirupattur: Corporate Credit Risks Remain
Original Release on August, 1st 2023: While the U.S. economy appears on track to avoid a recession, investors should still consider the implications of an upcoming wave of maturities in corporate cred...
22 Aug 20233min
Special Encore: Global Autos: Are China’s Electric Vehicles Reshaping the Market?
Original Release on July, 27th 2023: With higher quality and lower costs, China’s electric vehicles could lead a shift in the global auto industry.----- Transcript -----Adam Jonas: Welcome to Thoughts...
21 Aug 20239min
Andrew Sheets: The Positive Side of Higher Rates
Bond yields have seen a surprising increase as a result of real interest rates, which could mean both good and bad news for other asset types.----- Transcript -----Welcome to Thoughts on the Market. I...
18 Aug 20233min
Chetan Ahya: Can China Avoid a Lost Decade?
Although China’s economy faces challenges in terms of debt, demographics and deflation, the right policy approach could ward off a debt deflation loop.----- Transcript -----Welcome to Thoughts on the ...
17 Aug 20234min
Michael Zezas: The Risks of a U.S. Government Shutdown
Although Congress has avoided previous shutdowns with last-minute resolutions, investors shouldn’t get complacent in assuming the same outcome again in the fall.----- Transcript -----Welcome to Though...
16 Aug 20232min
Jonathan Garner: A Bullish Turn for India
With the rupee appreciating, manufacturing and services in a consistent rally and demographic trends on an upswing, India may be better poised for a long-term boom than other markets in Asia.----- Tra...
15 Aug 20234min
Mike Wilson: Fiscal Policy Continues to Drive U.S. Economic and Market Performance
While the Fed fights generationally high inflation, the U.S. economy continues to grow, supported by high levels of spending. This has affected both the bond and equity markets.----- Transcript -----W...
14 Aug 20234min
U.S. Equities: Valuations Still Matter
While the Fed navigates a soft landing for the U.S. economy and stock valuations remain high, how can investors navigate the risks and rewards of a surprisingly strong equity market? Lisa Shalett is M...
11 Aug 20239min
