Michael Zezas: One Fewer Election Blind Spot?

Michael Zezas: One Fewer Election Blind Spot?

Although it’s possible that the results of the 2020 U.S. election won’t come on Nov. 3rd, there is some fresh evidence that it may unfold more smoothly than pundits predict.

Avsnitt(1563)

Andrew Sheets: Geopolitics, Inflation and Central Banks

Andrew Sheets: Geopolitics, Inflation and Central Banks

As markets react to the conflict between Russia and Ukraine, price moves for corn, wheat, oil and metals may mean new inflationary pressures for central banks to contend with in the coming months.Impo...

26 Feb 20223min

Special Episode: Changing Tides - Water Scarcity

Special Episode: Changing Tides - Water Scarcity

Water scarcity brings unique challenges in the path to a more sustainable future. Solving for them will mean both risk and opportunity for governments, corporates, and investors.-----Transcript-----Je...

25 Feb 20228min

Mike Wilson: The Prospect of a Continued Correction

Mike Wilson: The Prospect of a Continued Correction

While geopolitical tensions currently weigh on markets, investors should look to the fundamentals in order to anticipate the depth and duration of the ongoing correction.Important note regarding econo...

24 Feb 20223min

Special Episode, Pt. 2: Inflation Around the World

Special Episode, Pt. 2: Inflation Around the World

The challenges of inflation can be felt around the world, but understanding the regional differences is key to an effective 2022 for both central banks and investors.----- Transcript -----Andrew Sheet...

23 Feb 20228min

Special Episode, Pt. 1: Two Kinds of Inflation

Special Episode, Pt. 1: Two Kinds of Inflation

Inflation has reached levels not seen in years, but there is an important distinction to be made between frictional and cyclical inflation, one that has big implications for central banks this year.--...

18 Feb 20228min

Special Episode: All Eyes on Ukraine

Special Episode: All Eyes on Ukraine

The ongoing situation around Ukraine has captivated headlines and investors alike. While the resolution remains unclear, we can begin to predict how markets would react to possible outcomes.This prese...

17 Feb 20229min

Special Encore: Consider the Muni Market

Special Encore: Consider the Muni Market

Original Release on February 2nd, 2022: The Federal Reserve continues to face a host of uncertainties, leading to volatility in the Treasuries market. This trend may lead some investors to reconsider ...

16 Feb 20222min

Mike Wilson: Unpacking the Latest CPI

Mike Wilson: Unpacking the Latest CPI

As the Fed grapples with new data from last week's Consumer Price Index report, markets are pricing a move away from the dovish policy of the past and investors should pay attention.----- Transcript -...

15 Feb 20223min

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