Mike Wilson: Why Are Equity Risk Premiums So Low?
As the Fed continues down a hawkish road for 2022, investors must consider the impact of policy tightening on economic growth and equity risk premiums.-----Transcript-----Welcome to Thoughts on the Ma...
28 Mars 20223min
U.S. Economy: Tracking Rate Hike Implications
The new Fed hiking cycle has begun and with it comes expectations for faster rate hikes and quantitative tightening to address inflation, as well as questions around how and when the U.S. economy will...
25 Mars 202210min
Matthew Hornbach: Easing Yield Curve Concerns
While the possibility of a yield curve inversion in the U.S. has news outlets and investors wondering if a recession is on the way, there’s more to the story that should put minds at ease.-----Transcr...
24 Mars 20223min
Michael Zezas: A Framework for ESG Growth in U.S.
While the demand for Environmental, Social, and Governance investing has been growing primarily in Europe, a potential new regulatory policy may drive new interest and opportunity for U.S. investors.-...
23 Mars 20222min
Andrew Sheets: The Housing Inflation Puzzle
While the cost of shelter has risen quickly, the measure of housing inflation has been slow to catch up, creating challenges for renters, homeowners and the Fed.-----Transcript-----Welcome to Thoughts...
22 Mars 20223min
Mike Wilson: Late Cycle Signals
This year is validating our call for a shorter but hotter economic cycle. As the indicators begin to point to a late-cycle environment, here’s how investors can navigate the change.-----Transcript----...
21 Mars 20223min
Andrew Sheets: The Fed has More Work to Do
The U.S. Federal Reserve recently enacted its first interest rate hike in two years, but there is still more work to be done to counteract rising inflation and markets are watching closely.-----Transc...
18 Mars 20223min
James Lord: Will the U.S. Dollar Still Prevail?
The U.S. and its allies have frozen the Central Bank of Russia’s foreign currency reserves, leading to questions about the safety of FX assets more broadly and the centrality of the U.S. dollar to the...
17 Mars 20224min
