Special Encore: Transportation - Untangling the Supply Chain
Original Release on April 26th, 2022: Global supply chains have been under stress from the pandemic, geopolitical tensions, and inflation, and the outlook for transportation in 2022 is a mixed bag so ...
11 Maj 20229min
Michael Zezas: Supply Chains and the Course for Inflation
U.S. markets and the Federal Reserve have been grappling with high inflation this year, but could changes in global supply chains help make this problem easier?-----Transcript-----Welcome to Thoughts ...
10 Maj 20223min
Energy: European Power Prices Continue to Climb
While the war in Ukraine has had an effect on the current pricing in European energy markets, there is more to the story of why high prices could persist for years to come. Chief Cross-Asset Strategis...
9 Maj 20227min
Andrew Sheets: Are Oil and Stock Prices Now Disconnected?
While oil prices usually rise and fall with the overall stock market, current prices have broken from this trend and oil may continue to outperform on a cross-asset basis.-----Transcript-----Welcome t...
6 Maj 20223min
Labor: The Rise of the Multi-Earner Economy
As “The Gig Economy” has evolved to become the Multi-Earner economy, an entire ecosystem reinventing how people earn a living, equity investors will want to take note of the related platforms that are...
6 Maj 20228min
Andrew Sheets: Having Rules to Follow Helps In Uncertain Times
2022 has presented a complex set of challenges, meaning investors may want to take a step back and consult rules-based indicators and strategies for some clarity.-----Transcript-----Welcome to Thought...
4 Maj 20224min
Michael Zezas: What's Next for U.S./China Trade?
As U.S. voters continue to show support for trade policy in regards to China, investors will want to track which actions could have consequences for China equities and currency markets.-----Transcript...
3 Maj 20223min
Credit: The ‘Income’ is Back in Fixed Income
Credit markets are facing various headwinds, including policy tightening and slowing growth, and credit investors are looking for where they might see the best risk adjusted returns. Chief Cross-Asset...
3 Maj 20228min
