Michael Zezas: Understanding the Impact of Elections
As potential candidates begin to announce their presidential campaigns, is it time to start considering how the 2024 race will drive markets?----- Transcript -----Welcome to Thoughts on the Market. I'...
15 Feb 20232min
U.S. Consumer: What’s Coming for Spending in 2023?
Though U.S. consumer spending was surprisingly robust in 2022, this poses both new and continuing challenges as households draw down their excess savings.----- Transcript -----Michelle Weaver: Welcome...
14 Feb 20237min
Seth Carpenter: Can Inflation Continue To Come Down?
Inflation was a key topic in a recent meeting at the Brookings Institution. While it has trended downward recently, the details are critical to tracking the path ahead.----- Transcript -----Welcome to...
13 Feb 20234min
Andrew Sheets: The Complexities of Market Risk
While the risk of economic contraction has lessened in a few regions, is the story of recession and market risk being oversimplified?----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew...
10 Feb 20232min
Vishy Tirupattur: A Change in Fed Policy Expectations
With the latest U.S. employment report showing unexpected resilience in the labor market, what happens now for the Fed and the policy tightening cycle?----- Transcript -----Welcome to Thoughts on the ...
9 Feb 20233min
Michael Zezas: The State of U.S. Policy
Following last night’s State of the Union Address by President Biden, what are some signals from the speech that investors should consider?----- Transcript -----Welcome to Thoughts on the Market. I'm ...
8 Feb 20232min
Latin America Economy: The Possibility of Opportunity in 2023
As the outlook for 2023 shows emerging markets looking better positioned than developed markets, how is Latin America faring in this more optimistic story? Chief Latin American Equity Strategist Gui P...
7 Feb 20238min
U.S. Pharmaceuticals: The Future of Genetic Medicine
As new gene therapies are researched, developed and begin clinical trials, what hurdles must genetic medicine overcome before these therapies are commonly available? Head of U.S. Pharmaceuticals Teren...
6 Feb 20237min
