Vishy Tirupattur: A Change in Fed Policy Expectations
With the latest U.S. employment report showing unexpected resilience in the labor market, what happens now for the Fed and the policy tightening cycle?----- Transcript -----Welcome to Thoughts on the ...
9 Feb 20233min
Michael Zezas: The State of U.S. Policy
Following last night’s State of the Union Address by President Biden, what are some signals from the speech that investors should consider?----- Transcript -----Welcome to Thoughts on the Market. I'm ...
8 Feb 20232min
Latin America Economy: The Possibility of Opportunity in 2023
As the outlook for 2023 shows emerging markets looking better positioned than developed markets, how is Latin America faring in this more optimistic story? Chief Latin American Equity Strategist Gui P...
7 Feb 20238min
U.S. Pharmaceuticals: The Future of Genetic Medicine
As new gene therapies are researched, developed and begin clinical trials, what hurdles must genetic medicine overcome before these therapies are commonly available? Head of U.S. Pharmaceuticals Teren...
6 Feb 20237min
Andrew Sheets: Where Could Market Strength Persist?
After a year of falling assets, 2023 has started strong for global markets. Chief Cross-Asset Strategist Andrew Sheets outlines which markets could sustain their momentum.----- Transcript -----Welcome...
3 Feb 20233min
Jonathan Garner: Tracking Asia and EM Outperformance
Emerging markets are turning bullish and China’s reopening leaves room for an increase in consumption. What sectors and industries might benefit from this upturn?----- Transcript -----Welcome to Thoug...
2 Feb 20233min
Michael Zezas: U.S. Policy and Investment Restrictions on China
As reports that the White House may be considering more impactful approaches to Chinese investment restrictions reach investors, how much should they be reading into these policy deliberations?----- T...
1 Feb 20232min
Matt Hornbach: A Narrative of Declining Inflation
As the data continues to show a weakness in inflation, is it enough to convince investors that the Fed may turn dovish on monetary policy? And how are these expectations impacting Treasury yields?----...
31 Jan 20232min
