Mike Wilson: Will Bond Markets Follow the Fed?
Last week's September inflation data brought a subsequent rally in stocks, but can this rally hold while the bond market continues to follow the Fed?----- Transcript -----Welcome to Thoughts on the Ma...
17 Okt 20223min
Andrew Sheets: Overseas, Currency Matters
When investing in overseas markets, 'hedging' one's investment not only offers potential protection from the fluctuations of the local currency but potentially may also lead to higher returns.----- Tr...
14 Okt 20223min
ESG: A New Framework for Utilities
Increasing ESG pervasiveness has led to increasing confusion, in particular around how investors might apply these criteria to the utility sector. Head of Sustainability Research and Clean Energy Step...
13 Okt 20225min
U.S. Economy: Is Inventory Outpacing Sales?
As consumption of goods slows post COVID, companies are experiencing a build up in inventory that could have far reaching implications. Head of Global Thematic and Public Policy Research Michael Zezas...
12 Okt 20224min
Seth Carpenter: The Political Economy
All over the world elections are taking place that will have profound effects on both local and global economies, so where are policy moves being made and how might investors use these moves to antici...
11 Okt 20224min
Mike Wilson: Earnings Begin to Guide Lower
Last week stocks rallied quickly but dropped just as fast as markets continue to hope for a more dovish Fed, but will this 2-way risk continue as evidence for a drop in earnings continues to accumulat...
10 Okt 20223min
Chetan Ahya: When Will China’s Economy Reopen?
While China’s policy objectives strive for common prosperity, the country’s strict COVID management poses risks to employment and income, so when might Chinese policymakers start to reopen and recover...
7 Okt 20223min
U.S. Housing: Are Home Prices Decelerating?
As month over month data begins to show a downturn in home prices, will overall price growth and sales begin to fall steeper than expected? Co-Heads of U.S. Securitized Products Research Jim Egan and ...
6 Okt 20226min
