U.S. Public Policy: Will the Inflation Reduction Act Actually Reduce Inflation?
The Senate just passed the Inflation Reduction Act which seeks to fight inflation on a variety of fronts, but the most pressing question is, will the IRA actually impact inflation?-----Transcript-----...
10 Aug 20224min
U.S. Housing: Will New Lending Standards Slow Housing Activity?
As lending standards tighten and banks get ready to make some tough choices, how will the housing market fare if loan growth slows? Co-Heads of U.S. Securitized Products Research Jim Egan and Jay Baco...
9 Aug 20226min
Josh Pokrzywinski: Deflationary Opportunities
While inflation remains high and the battle to bring it down is top of mind, there may be some opportunities in technologies that could help bring down inflation in some sectors.-----Transcript-----We...
8 Aug 20223min
Andrew Sheets: What Can We Learn from Market Prices?
The current market pricing can tell investors a lot about what the market believes is coming next, but the future is uncertain and investors may not always agree with market expectations. Chief Cross-...
6 Aug 20223min
Michael Zezas: The U.S. and China, a History of Competition
As investors watch to see if tensions between the U.S. and China will escalate, it’s important to understand the underlying competitive dynamic and how U.S. policy may have macro impacts.--- Transcrip...
4 Aug 20222min
Matthew Hornbach: The Fed Pivot That Wasn’t Quite As It Seemed
After the July FOMC meeting, markets took a quick dive and then made an immediate recovery, so what happened?-----Transcript-----Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of...
3 Aug 20223min
Pharmaceuticals: The Global Obesity Challenge
As studies begin to show that obesity medications may save lives, will governments and insurances begin to consider them preventative primary care? And how might this create opportunity in pharmaceuti...
3 Aug 20227min
Mike Wilson: Are Recession Risks Priced in?
As the Fed continues to surprise with large and fast interest rate increases, the market must decide, has the Fed done enough? Or is the recession already here?-----Transcript-----Welcome to Thoughts ...
1 Aug 20224min
