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
Mike Wilson: 2023 Stock Market Comes Full Circle
As we head into the end of the year, investors are again worrying about the impact that higher interest rates will have on growth.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wils...
30 Okt 20233min
Andrew Sheets: Optimism in Corporate Credit
Corporate credit continues to outperform other class assets, due in part to U.S. economic growth in the third quarter.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Global...
27 Okt 20232min
Asia Equities: China’s Risk of a Debt Deflation Loop
With China at risk of falling into a debt deflation loop, lessons from Japan's deflation journey could provide some insight.----- Transcript -----Daniel Blake: Welcome to Thoughts on the Market. I'm D...
26 Okt 20237min
Vishy Tirupattur: Implications of the Treasury Market Selloff
The rise in Treasury yields, among other factors, has caused significantly tighter financial conditions. If these conditions slow growth in the fourth quarter, another rate hike this year seems unlike...
25 Okt 20234min
Matthew Hornbach: The Impact of Policy on Bond Markets
As the U.S. Federal Reserve keeps rates elevated, investors are selling off bonds in anticipation of new issues with higher yields, triggering a historic rout in the world's biggest bond markets.-----...
24 Okt 20233min
