Mike Wilson: The Decline in Consumer Sentiment
With consumer sentiment hitting an all time low due to inflation concerns, the question investors should be asking is, are these risks to the economy properly priced into the market?-----Transcript---...
13 Juni 20223min
Robert Rosener: The Continued Rise in Inflation
As inflation continues to rise beyond expectations, the Fed is set to meet next week, leaving markets to wonder if an acceleration in rate hikes might be in store this summer.-----Transcript-----Welco...
10 Juni 20223min
Andrew Sheets: How Useful is Investor Sentiment?
While many investors may be curious to know what other investors are thinking about current and future market trends, there’s a lot more to the calculation of investor sentiment than one might think.-...
9 Juni 20223min
Seth Carpenter: Spiking Food Prices and the Global Economy
Under the combined stresses of dry weather, COVID, and the Russian invasion of Ukraine, agricultural prices are spiking, and many countries are scrambling to combat the consequences to the global econ...
8 Juni 20224min
U.S. Politics: How the Midterms Could Affect Your Tax Rates
As some provisions of the Tax Cuts and Jobs Act start to kick in and others are set to expire, the future of U.S. tax rates may hinge on the results of the upcoming midterm elections. Head of U.S. Pub...
7 Juni 20225min
Mike Wilson: Will Earnings Growth Reaccelerate?
While markets look forward to an acceleration in earnings growth and a subsequent rise in valuations over the next year, there are risks to this outlook that investors may want to consider before aban...
6 Juni 20223min
Special Encore: Mid-Year Economic Outlook - Slowing or Stopping?
Original Release on May 17th, 2022: As we forecast the remainder of an already uncertain 2022, new questions have emerged around economic data, inflation and the potential for a recession. Chief Cross...
3 Juni 202210min
Andrew Sheets: Are Central Banks Making a Mistake?
In the years since the Global Financial Crisis, central bank policy has been supportive and predictable. But as the economic backdrop changes, shifts in policy will come with risks and rewards.-----Tr...
2 Juni 20222min
