Andrew Sheets: What Do Markets Reward? Progress.

Andrew Sheets: What Do Markets Reward? Progress.

Why are markets climbing despite a pandemic and this week’s demonstrations across the U.S.? The answer may lie with how markets view progress.

Avsnitt(1574)

Mike Wilson: Investors Face Uncertainty in Stock Performance

Mike Wilson: Investors Face Uncertainty in Stock Performance

As investors attempt to find opportunities in an uncertain stock market, earnings disappointments and an ongoing debt ceiling debate loom overhead.----- Transcript -----Welcome to Thoughts on the Mark...

16 Maj 20234min

Special Encore: Mark Purcell: The Evolution of Cancer Medicines

Special Encore: Mark Purcell: The Evolution of Cancer Medicines

Original Release on April 20th, 2023: "Smart chemotherapy" could change the way that cancer is treated, potentially opening up a $140 billion market over the next 15 years.----- Transcript -----Welcom...

15 Maj 20233min

Sustainability: Tech Transformation in the Education Market

Sustainability: Tech Transformation in the Education Market

With technology evolving rapidly in education, investors are taking a closer look at how it will financially impact the global education market. Stephen Byrd and Josh Baer discuss.----- Transcript ---...

12 Maj 20239min

Erik Woodring: Are PCs on the Rebound?

Erik Woodring: Are PCs on the Rebound?

While personal computer sales were on the decline before the pandemic, signs are pointing to an upcoming boost. ----- Transcript -----Welcome to Thoughts on the Market. I'm Erik Woodring. Morgan Stanl...

11 Maj 20233min

Michael Zezas: Debt Ceiling Uncertainty and Financial Markets

Michael Zezas: Debt Ceiling Uncertainty and Financial Markets

With the debt ceiling debate seemingly making little headway, it may be critical for investors to track market developments in the near future.----- Transcript -----Welcome to Thoughts on the Market. ...

10 Maj 20232min

Martijn Rats: A Change in the Global Oil Market

Martijn Rats: A Change in the Global Oil Market

As oil data in 2023 shows that second-half tightening is less likely, it may be time to alter the narrative around the expected market for the remainder of the year.Important note regarding economic s...

9 Maj 20233min

Mike Wilson: Earnings, The Fed and Consumer Spending

Mike Wilson: Earnings, The Fed and Consumer Spending

With all the volatility surrounding the banking sector, the Fed raising rates and the continued debt ceiling debate, are consumers finally pulling back on spending? ----- Transcript -----Welcome to Th...

8 Maj 20233min

Andrew Sheets: The Prospect of a Pause in Rate Hikes

Andrew Sheets: The Prospect of a Pause in Rate Hikes

The Federal Reserve pausing on hiking interest rates has historically been good for markets. But given current conditions, history may not repeat itself.----- Transcript -----Welcome to Thoughts on th...

5 Maj 20232min

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