Michael Zezas: One Fewer Election Blind Spot?

With so much going on in markets, some moves that may have been hot topics against a less chaotic backdrop, such as policy shifts towards shrinking central bank balance sheets, are hitting the back bu...

17 Juni 20223min

With home prices hitting new highs and inventory hitting new lows, the differences between now and the last housing bubble may help ease investors' worries that the market is about to burst. Co-Heads ...

16 Juni 20225min

With concern high over inflation and tightening Fed policy, investors looking for practical solutions may want to take another look at the municipal bond market.-----Transcript-----Welcome to Thoughts...

15 Juni 20222min

As central bank policy across the globe shifts from tight fiscal policy to tight monetary policy, the rising cost of capital will have long-term consequences for investors.-----Transcript-----Welcome ...

14 Juni 20223min

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

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

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

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