U.S. Economy: The Next American Productivity Renaissance, Pt. 2
The way companies and individuals spend their money has changed in the wake of the COVID pandemic. How might market leadership shift as a result and will new market winners come into focus? Chief Cros...
3 Mars 20238min
U.S. Economy: The Next American Productivity Renaissance, Pt. 1
The COVID pandemic changed the way the U.S. engages with work, but how will these shifts impact structural changes to capital investment? Chief Cross-Asset Strategist Andrew Sheets and Chief Investmen...
2 Mars 20238min
Michael Zezas: The Global Impact of the Inflation Reduction Act
After the passing of the Inflation Reduction Act in the U.S., other countries may be looking to invest more in their own energy transitions.----- Transcript -----Welcome to Thoughts on the Market. I'm...
1 Mars 20232min
Sarah Wolfe: The Fed Versus Economic Resilience
As the U.S. economy remains resilient in the face of continued rate hikes, investors may wonder if the Fed will re-accelerate their policy tightening or if cuts are on their way.----- Transcript -----...
28 Feb 20233min
Mike Wilson: Is the Worst of this Earnings Cycle Still Ahead?
As we enter the final month of the first quarter, recalling the history of bear market trends could help predict whether earnings will fall again.----- Transcript -----Welcome to Thoughts on the Marke...
27 Feb 20233min
Andrew Sheets: The Impact of High Short-Term Yields
As short-term bond yields continue to rise, what impact does this comparatively high yield have on the broader market?----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ...
24 Feb 20233min
Sustainability: Carbon Offsets and the Issue of Greenwashing
Companies continue their attempts to mitigate their environmental impact. But are some merely buying their way out of the problem using carbon offsets? Global Head of Sustainability Research Stephen B...
24 Feb 20238min
U.S. Housing: Is Activity About to Pick Up?
With housing affordability plateauing and inventory picking up, sales could be poised to rise again in the near future.----- Transcript -----Jim Egan: Welcome to Thoughts on the Market. I'm Jim Egan, ...
22 Feb 20236min
