Andrew Sheets: What Do Markets Reward? Progress.

The auto industry is pivoting from big spending to capital discipline. Our analyst highlights possible areas where investors may find opportunities this year.----- Transcript -----Welcome to Thoughts ...

2 Jan 20244min

Original Release on November 14th, 2023: Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, currencies, ho...

29 Dec 202311min

Original Release on November 13th, 2023: 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 Ti...

28 Dec 20239min

Original Release on December 7th, 2023: Will India equities continue to outperform China equities in 2024? The two key factors investors should track.----- Transcript -----Welcome to Thoughts on the m...

27 Dec 20234min

Original Release on December 6th, 2023: Although much will change before the elections, investors should watch for potential impacts on issues such as AI regulation, energy permitting, trade and tax p...

26 Dec 20236min

How has corporate credit fared through slow growth and high inflation? Here’s our view on what comes next for this market.----- Transcript -----[00:00:02] Welcome to Thoughts on the Market. I'm Andrew...

22 Dec 20233min

As mortgage rates come down from 8% closer to 6.5%, the 2024 housing market will see changes in inventory, home prices and sales.----- Transcript -----Jay Bacow: Welcome to Thoughts on the Market. I'm...

21 Dec 20237min

While the U.S. debt ceiling challenge and the conflict in the Middle East left markets largely undisturbed this year, 2024 could tell a different story.----- Transcript -----Welcome to Thoughts on the...

20 Dec 20232min