Michelle Weaver: Checking On The Consumer
As inflation continues to be a major concern for the U.S., investors will want to pay attention to how spending, travel and sentiment are changing for consumers.-----Transcript-----Welcome to Thoughts...
7 Juli 20224min
Michael Zezas: The Impact of Tariff Relief
As media reports indicate a possible tariff reduction on imports from China, some investors are wondering if this is signaling a return of modest trade barriers and unfettered investment between the U...
6 Juli 20222min
Special Encore: U.S. Housing - Breaking Records not Bubbles
Original Release on June 16th, 2022: While many investors may be curious to know what other investors are thinking and feeling about markets, there’s a lot more to the calculation of investor sentimen...
5 Juli 20225min
Global Equities: Are Value Stocks on the Rise?
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 European Equity Strategist Graham Secker an...
1 Juli 20228min
Jonathan Garner: Why Japan Should Have Investors’ Attention
As the risks to international economic growth increase, global investors may find some good news in the Japanese equities market. -----Transcript-----Welcome to Thoughts on the Market. I'm Jonathan Ga...
30 Juni 20224min
Michael Zezas: Next Steps for the U.S. and China
As legislators try to manage the U.S. and China’s economic relationship, outbound investors will want to keep tabs on potential policy coming down the pipeline.-----Transcript-----Welcome to Thoughts ...
29 Juni 20223min
U.S. Fixed Income: When will the Treasury Market Rally?
As the Fed continues with aggressive policy tightening, fixed income investors may be wondering if the bond market is accurately priced and when we might see it rally. Chief Cross-Asset Strategist And...
28 Juni 20229min
Mike Wilson: The Confounding Bear Market
Talk of recession continues among investors and consumers alike, but last week saw a sharp rally in U.S. Equities. Is this just a blip or could U.S. equity markets rally further?----- Transcript -----...
27 Juni 20223min
