Mike Wilson: Will Slowing Growth Alter the Fed’s Path?
This week the market turns to the Federal Reserve as it eyes challenges to growth while remaining committed to combating high inflation with its first rate hike of the tightening cycle.-----Transcript...
14 Mars 20223min
Special Episode: Sanctions, Bonds and Currency Markets
With multiple countries now imposing sanctions, investors in Russian government bonds and currencies will need to consider their options as the risk of default rises.Important note regarding economic ...
11 Mars 20228min
Special Episode: Inflation, Energy and the U.S Consumer
As inflation remains a focal point for the U.S. consumer, higher energy costs will dampen discretionary spending for some. But not all are impacted equally and there may be good news in this year’s ta...
10 Mars 20228min
Michael Zezas: The Macro Impacts of Oil Prices
With the rising cost of oil comes concerns around economic growth, but the distinction between the impact in Europe and the US is important, presenting both challenges and opportunities for investors....
9 Mars 20222min
Graham Secker: Stagflation Pressure Meets Pricing Power
As European markets price in slowing growth, increased inflation and geopolitical tensions, pricing power is a potential focus for European investors looking to weather the storm.-----Transcript-----W...
8 Mars 20223min
Mike Wilson: A More Bearish View for 2022
The year of the stock picker is in full swing as investors look towards a future of Fed tightening and geopolitical uncertainty, where some individual stocks will fare better than others.-----Transcri...
7 Mars 20223min
Andrew Sheets: A Different Story for Global Markets
While the U.S. continues to see high valuations, rising inflation, and slow policy tightening, the story is quite different for many markets outside the U.S.Important note regarding economic sanctions...
4 Mars 20222min
Special Episode: How Fed Policy Impacts Housing
As the Fed continues to signal coming rate hikes this year, the housing market will face implications across home sales, mortgage rates, and fundamentals.-----Transcript-----Jay Bacow: Welcome to Thou...
3 Mars 20226min
