Thoughts on the Market

With shifting focus across regulatory, monetary and fiscal policy, there is renewed confidence in the growth and recovery outlook for China in 2022.----- Transcript -----Welcome to Thoughts on the Mar...

21 Dec 20213min

Our narrative of tightening monetary policy and decelerating growth continues to play out amidst developments in Omicron, failed legislation and signals from the Fed.----- Transcript -----Welcome to T...

21 Dec 20213min

A quick preview of what you'll hear on the Thoughts On The Market podcast, which features short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices ...

20 Dec 202146s

With recent signals from the Federal Reserve and new data on the Omicron variant, there’s a lot that could impact the shape of 2022, but for now the core of our outlook remains unchanged.----- Transcr...

17 Dec 20213min

The last week brought new evidence regarding the transmissibility, immune evasion and disease severity of Omicron, and with it, more clarity on the coming weeks and months.----- Transcript -----Welcom...

16 Dec 20213min

While many are hopeful for an easing of supply chain delays in 2022, the resolution of these issues may lead to new challenges and opportunities in key stock sectors investors should be watching.-----...

15 Dec 20213min

Cryptocurrency companies have begun to act as banks in the US, and while regulators have expressed concerns over interest rates and the primacy of the dollar, this interplay has only just begun.----- ...

14 Dec 20213min

Our 2022 outlook presented a wider than normal range of potential paths. While our base case still appears likely, shifts in supply and Fed policy could cause a change in course.----- Transcript -----...

13 Dec 20214min