Michael Zezas: One Fewer Election Blind Spot?

As U.S. Equities continue to face challenges this year, investors may want to look to a more positive story across the world—the reopening of China.-----Transcript-----Welcome to Thoughts on the Marke...

19 Juli 20223min

Some investors think a potential recession is already priced in but given defensive leadership, labor statistics and incoming Fed rate hikes, it may be too early to tell.----- Transcript -----Welcome ...

18 Juli 20223min

This week brought yet another reading of inflation that exceeded expectations, but if markets and central banks are able to think long-term, there may be some hope on the horizon.----- Transcript ----...

15 Juli 20223min

Original Release on July 1st, 2022: For the last decade investors have been focused on highflying growth stocks, but this investing environment may be the exception rather than the rule. Chief Europea...

14 Juli 20228min

After the recent Supreme Court ruling against the Environmental Protection Agency, Democrats appear poised to respond with a budget reconciliation plan that could impact health care, clean energy, and...

13 Juli 20222min

As Europe continues to curtail Russian gas imports, equity markets are preparing for further downturn in European economic growth, but there may be more risks yet to be priced in.Important note regard...

12 Juli 20223min

While stocks have recently rallied, the strength of the U.S. dollar has risen sharply over the past year, presenting a major potential headwind for equities in the coming earnings season.-----Transcri...

11 Juli 20223min

As investors in the internet industry have begun to wonder if online dating platforms will sink or swim in the case of a recession, looking back on the last recession may shed some light on a potentia...

8 Juli 20223min