Mike Wilson: A Shift in Stock Personalities
With the economy late in its current cycle, early-cycle performers such as consumer and housing stocks are underperforming while energy and industrials should continue to outperform.----- Transcript -...
25 Sep 20234min
Andrew Sheets: The Rise of Corporate Bond Yields
September historically has been a big month for corporate bond issuance, but borrowing looks less attractive to companies due to the large rise in yields.----- Transcript -----Welcome to Thoughts on t...
22 Sep 20233min
US Economy: Stronger Growth in the U.S. Economy
Even with the possibility of a fourth-quarter slowdown in consumer spending, positive data across the board suggests the U.S. economy is still on track for a soft landing.----- Transcripts -----Ellen ...
21 Sep 20236min
Michael Zezas: China’s Evolving Economy
A potential debt-deflation cycle in China could spell opportunity for U.S. Treasuries and Asia corporate bonds outside of China.----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zez...
20 Sep 20232min
Kickstarting the U.S. Mining Industry
A number of U.S. industries rely heavily on critical minerals that must be imported from other countries. Policymakers and business leaders are calling for investment and reshoring to manage that risk...
19 Sep 20238min
Seth Carpenter: The ECB, The Fed and Oil Prices
While the ECB followed headline inflation with raised policy rates yet again last week, the Fed meeting this week may be more focused on core inflation and a hiking pause.----- Transcript -----Welcome...
18 Sep 20234min
Thematic Research: How AI Can Transform Travel Booking
With more companies using artificial intelligence to enhance their travel websites, AI could become the industry norm.----- Transcript -----Ed Stanley: Welcome to Thoughts on the Market. I'm Ed Stanle...
15 Sep 20238min
Martijn Rats: Why Energy Sector is Attractive Once Again
With the global demand of oil reaching a new high, the spillover in performance is changing the fortune for energy equities and oil markets.----- Transcript -----Welcome to Thoughts on the Market. I'm...
14 Sep 20233min
