Michael Zezas: China’s Evolving Economy
A potential debt-deflation cycle in China could spell opportunity for U.S. Treasuries and Asia corporate bonds outside of China.----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zez...
20 Sep 20232min
Kickstarting the U.S. Mining Industry
A number of U.S. industries rely heavily on critical minerals that must be imported from other countries. Policymakers and business leaders are calling for investment and reshoring to manage that risk...
19 Sep 20238min
Seth Carpenter: The ECB, The Fed and Oil Prices
While the ECB followed headline inflation with raised policy rates yet again last week, the Fed meeting this week may be more focused on core inflation and a hiking pause.----- Transcript -----Welcome...
18 Sep 20234min
Thematic Research: How AI Can Transform Travel Booking
With more companies using artificial intelligence to enhance their travel websites, AI could become the industry norm.----- Transcript -----Ed Stanley: Welcome to Thoughts on the Market. I'm Ed Stanle...
15 Sep 20238min
Martijn Rats: Why Energy Sector is Attractive Once Again
With the global demand of oil reaching a new high, the spillover in performance is changing the fortune for energy equities and oil markets.----- Transcript -----Welcome to Thoughts on the Market. I'm...
14 Sep 20233min
U.S Housing: The Impact of Raising Rates
Even though mortgage rates are up 100 points since the beginning of 2023, home prices are likely to stay flat or increase due to tight housing supply.----- Transcript -----Jim Egan: Welcome to Thought...
13 Sep 20235min
Vishy Tirupattur: U.S. and China on Divergent Paths
Economic growth data from the summer has bolstered belief in a possible soft landing in the U.S., while China has experienced a faster-than-expected deterioration in the macro environment.----- Transc...
12 Sep 20233min
Global Economy: Fall Outlook for Rates and the Economy
Heading into the end of the year, questions remain around Treasury yields and the neutral interest rate.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Mor...
11 Sep 20239min
