Andrew Sheets: A Murky Forecast for Equities and High-Yield Bonds
Both equities and high-yield bonds could benefit from an end to ratings hikes, but may still face risks from company earnings revisions, a potential U.S. government shutdown and other events on the ho...
8 Sep 20233min
Stephen Byrd: Watch Out for El Niño
A strong El Niño event in the coming months could have negative effects for food inflation, commodities markets and climate change.----- Transcript -----Welcome to Thoughts on the Market. I'm Stephen ...
7 Sep 20233min
Michael Zezas: Congressional Return Raises Questions for Markets
Investors anticipate new legislation on tech regulation, AI and defense, amid speculation about a potential government shutdown.-----Transcription -----Welcome to Thoughts on the Market. I'm Michael Z...
6 Sep 20232min
Mike Wilson: Are Stocks Beginning to Question Economic Resiliency?
While valuations may be on the rise, fears around the resiliency of the economy could return and leave unguarded investors on uneven footing.----- Transcript -----Welcome to Thoughts on the Market. I'...
5 Sep 20233min
U.S. Consumer: How U.S. Consumers Are Shopping to Go Back to School
Although back-to-school spending appears to be trending higher than in 2022, there are signs that U.S. consumers could feel pinched before the holiday season.----- Transcript -----Sarah Wolfe: Welcome...
1 Sep 20236min
Daniel Blake: Japan’s Surge in GDP Growth
While recent news of a potential debt deflation loop in China’s equity market is causing concern for investors, Japan’s equity market resilience may bring optimism.----- Transcript -----Welcome to Tho...
31 Aug 20233min
Energy: Are Europe’s Clean Energy Goals Realistic?
Although Europe has been the global leader when it comes to greening its economy, recent challenges may be a cause for concern.----- Transcript -----Rob Pulleyn: Welcome to Thoughts on the Market. I'm...
30 Aug 20239min
Seth Carpenter: The Global Implications of China’s Deflation
If China economic woes become a true debt deflation cycle, it could export some of that disinflation to the global economy.----- Transcript -----Welcome to Thoughts on the Market. I'm Seth Carpenter, ...
29 Aug 20233min
