At Political Conventions, Policy Waits in the Wings
This week’s Democratic National Convention in the US may be light on policy details, but our Global Head of Fixed Income and Thematic Research explains that the party’s economic agenda is fairly clear...
21 Aug 20242min
Special Encore: Almost Human: Robots in Our Near Future
Original release date July 23, 2024: Our Head of Global Autos & Shared Mobility discusses what makes humanoid robots a pivotal trend with implications for the global economy.----- Transcript -----Welc...
20 Aug 20243min
Why Immigration Matters for Global Economies
Our Global Chief Economist explains what stricter immigration policy in key markets around the world could mean for economic growth and inflation.----- Transcript -----Seth Carpenter: Welcome to Thoug...
19 Aug 20244min
Strong Balance Sheets, Cautious Boardrooms
Our Head of Corporate Credit Research explains how corporate balance sheets have remained resilient post-COVID, and why that could continue in the face of a potential economic slowdown.----- Transcrip...
16 Aug 20243min
Will the US Dollar Remain Strong Post-Election?
Our US Public Policy and Currency experts discuss how different outcomes in the upcoming U.S. elections could have varying effects on the strength of the dollar.----- Transcript -----Ariana Salvatore:...
15 Aug 20247min
Can Vacant Offices Help Solve the US Housing Crisis?
The rise in unused office space has triggered suggestions about converting commercial real estate into residential buildings. But our US Real Estate Research analyst lists three major challenges.-----...
14 Aug 20244min
US Election Should Not Dim M&A Resurgence
Our US Public Policy Strategist expects a robust M&A cycle, regardless of the outcome of the US election. But rising antitrust concerns could create additional scrutiny on possible future deals. -----...
13 Aug 20243min
Pay Attention to Data, Not Market Drama
Recent market volatility has made headlines, but our Global Chief Economist explains why the numbers aren’t as dire as they seem.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market...
12 Aug 20245min
