Mike Wilson: All Eyes on Earnings
As earnings season kicks off, market valuations continue to trend high based on major growth expectations. However, investors may want to keep an eye on liquidity.----- Transcript -----Welcome to Thou...
10 Jul 20233min
James Lord: The Dollar’s Resiliency
Though the debate around the global strength of the dollar in currency markets continues, the dollar’s current high yield in a world of weak global growth could help it appreciate----- Transcript ----...
7 Jul 20233min
Terence Flynn: AI Opportunities in Healthcare
Artificial intelligence could help biopharmaceutical companies reduce costs as well as improve their chances of developing successful new drugs.----- Transcript -----Welcome to Thoughts on the Market....
6 Jul 20232min
Michael Zezas: Investing in New Geographies
With the U.S. possibly imposing tighter trade policies towards China, investors may want to look into diversifying their investments.----- Transcript -----Welcome to the thoughts on the market. I'm Mi...
5 Jul 20232min
Special Encore: Asia’s Economy Outlook - Recovery Picking Up Steam
Original Release on June, 15th 2023: With more Asian economies on pace to join the recovery path set by China, confidence in economic outperformance versus the rest of the world is rising. ----- Trans...
3 Jul 20233min
Special Encore: Mid-Year U.S. Consumer Outlook - Spending, Savings and Travel
Original Release on June, 6th 2023: Consumers in the U.S. are largely returning to pre-COVID spending levels, but new behaviors related to travel, credit availability and inflation have emerged.----- ...
30 Jun 20237min
U.S Housing: The Market Is Not a Monolith
A surprising increase in the sale of new homes doesn’t mean that overall demand for housing is on the rise. Find out what to expect for the rest of the year.----- Transcript -----Jim Egan: Welcome to ...
29 Jun 20236min
Corporate Credit Outlook: Higher Interest Rates Challenge Lower-Quality Borrowers
How will corporate credit markets fare as the Fed keeps rates higher for longer? Look for wider spreads, further decompression and muted excess returns. ----- Transcript -----Welcome to Thoughts on th...
28 Jun 20233min
