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(1554)

Cryptocurrency: The Issue of Regulation

Cryptocurrency: The Issue of Regulation

As cryptocurrency has seen some of its major players topple, policy makers have set their sights on regulation. So what are some of the possible scenarios for crypto policy? U.S. Public Policy Researc...

15 Mars 20238min

Martijn Rats: Differing Prospects for Oil & Gas

Martijn Rats: Differing Prospects for Oil & Gas

While oil and gas prices generally move in similar directions, their current situation has deviated from market norms.----- Transcript -----Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan ...

14 Mars 20234min

Mike Wilson: What Bank Wind-Downs Mean for Equities

Mike Wilson: What Bank Wind-Downs Mean for Equities

Banking news and other market pressures are leading some depositors to move funds from traditional banks to higher-yielding securities. How will this affect economic growth and equity prices?----- Tra...

13 Mars 20233min

U.S. Tech: The Future of Artificial Intelligence

U.S. Tech: The Future of Artificial Intelligence

As the advancement of generative AI takes off, how might this inflection point in technology impact markets, companies, and investors alike? Equity Analyst and Head of U.S. Internet Research Brian Now...

10 Mars 202311min

Andrew Sheets: A Test for U.S. Growth

Andrew Sheets: A Test for U.S. Growth

While the U.S. has surprised investors with its economic resilience, new labor market and retail sales data could challenge this continued strength.----- Transcript -----Welcome to Thoughts on the Mar...

9 Mars 20233min

Chetan Ahya: Is Asia’s Growth Bouncing Back?

Chetan Ahya: Is Asia’s Growth Bouncing Back?

While there is some skepticism that Asia’s growth will outperform this year, there are a few promising indicators that investors may want to keep in mind.----- Transcript -----Welcome to Thoughts on t...

8 Mars 20233min

Special Encore: Andrew Sheets - The Impact of High Short-Term Yields

Special Encore: Andrew Sheets - The Impact of High Short-Term Yields

Original Release on February 24th, 2023: As short-term bond yields continue to rise, what impact does this comparatively high yield have on the broader market?----- Transcript -----Welcome to Thoughts...

7 Mars 20233min

Mike Wilson: A Strong Rebound for Markets

Mike Wilson: A Strong Rebound for Markets

While equity markets continue to rally, the key to the end of the bear market may be in the fundamentals.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Offi...

6 Mars 20233min

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