Bank of Japan’s Role in Market Volatility
After sending global markets in a brief tailspin in early August, the Bank of Japan is once again the center of attention. Our Global Chief Economist and Chief Asia Economist discuss the central bank’...
13 Sep 20246min
Corporate Credit at a Crossroads?
Our Head of Corporate Credit Research looks at the Fed’s approach to rate cuts, seasonal trends and the US election to explain why the next month represents a crucial window for credit’s future. -----...
12 Sep 20243min
Uneven Recovery in Commercial Real Estate
Office buildings continue to struggle in the post-pandemic era, but our Chief Fixed Income Strategist notes that other properties have turned a corner. ----- Transcript -----Welcome to Thoughts on the...
11 Sep 20244min
Trading Spaces: Millennials vs. Boomers
With the generational shift in the US housing market underway, our analysts discuss the impact this trend will have on residential real estate investing.----- Transcript -----Ron Kamdem: Welcome to Th...
10 Sep 202410min
Shaky Labor Data Pressures Equity Markets
Following weaker-than-expected August jobs data, our CIO and Chief U.S Equity Strategist lays out how the Federal Reserve can ease concerns about a possible hard landing.----- Transcript -----Welcome ...
9 Sep 20244min
Balance Sheets Remain Resilient Despite Slowing US Growth
Our Head of Corporate Credit Research, Andrew Sheets, expects a sticky but shallow cycle for defaults on loans, with solid quality overall in high-grade credit.----- Transcript -----Andrew Sheets: Wel...
6 Sep 20244min
Global Energy Markets and the US Election
Our US Public Policy and Global Commodities strategists discuss how the outcome of the election could affect energy markets in the US and around the world.----- Transcript -----Ariana Salvatore: Welco...
5 Sep 20249min
US Election: A Game Of Inches
Despite a flurry of election news, little may have changed for investors weighing the possible outcomes. Our Head of Fixed Income and Thematic Research, Michael Zezas, explains why this is the case as...
4 Sep 20243min
