2022 Rates & Currency Outlook: What’s Changed?
With recent central bank action raising questions on monetary policy, Global Head of Macro Strategy Matthew Hornbach takes us through the implications for the trajectory of rates and currency markets ...
10 Dec 20214min
2022 US Economic Outlook: Gauging Inflation, Labor & The Fed
The US economy is in a unique moment of uncertainty but headed into 2022, shifts in inflation, the labor market and Fed policy tell a constructive story.----- Transcript -----Ellen Zentner Welcome to ...
10 Dec 20216min
Michael Zezas: Congress Eyes Tech Regulation in 2022
Headed into next year, ‘Build Back Better’ legislation remains a work in progress, but Congress may find common ground in both parties’ concerns around one issue: tech regulation.----- Transcript ----...
9 Dec 20213min
Special Episode: Early Vaccine Data on Omicron
With early data in on the Omicron variant, biotechnology analyst Matthew Harrison takes us through where we stand on vaccine efficacy headed into the winter.----- Transcript -----Andrew Sheets Welcome...
8 Dec 20215min
2022 European Equities Outlook: Volatility Inbound
With investors expected to deal with an increase in volatility in 2022, our outlook for European equities remains strong into next year.----- Transcript -----Welcome to Thoughts on the Market. I’m Gra...
8 Dec 20213min
Mike Wilson: Why Have Stocks Been So Weak?
The past few weeks have seen weak valuations across equity markets. While many look to the Omicron variant as the main culprit, the correction may have more to do with the recent Fed pivot.----- Trans...
6 Dec 20213min
Andrew Sheets: For the Fed, Are Tapering and Raising Rates the Same Thing?
One of our most controversial calls for 2022, that the Fed won’t hike interest rates next year, faces renewed scrutiny amidst high inflation, signals on tapering, and today's employment report.----- T...
3 Dec 20213min
2022 Asia Equities Outlook: Key Debates
Chief Asia and Emerging Markets Strategist Jonathan Garner highlights the key debates around his team’s outlook on the region’s growth, policy changes and more in the coming year.----- Transcript ----...
2 Dec 20214min
