US Holiday Shoppers Spend More on Smaller Items
As Black Friday approaches, our US Thematic and Equity Strategist Michelle Weaver explains why some US consumers will increase their spending and which industries could benefit.----- Transcript -----M...
25 Nov 20244min
Will US Tariffs Drive Mexico Closer to China?
Our US Public Policy Strategist Ariana Salvatore and Chief Latin America Equity Strategist Nikolaj Lippmann discuss what Trump’s victory could mean for new trade relationships.----- Transcript -----Ar...
22 Nov 20249min
Is This the Future of Clean Energy Under Trump 2.0?
Our Sustainability analysts Stephen Byrd and Laura Sanchez discuss the range of impacts that the Republican sweep may have on energy policy and the ESG space.----- Transcript -----Stephen Byrd: Welcom...
21 Nov 20247min
Is Clean Power at a Tipping Point in Asia?
Our South Asia Energy Analyst Mayank Maheshwari discusses the main drivers behind a shifting electric power landscape in his outlook for Asia energy.----- Transcript -----Welcome to Thoughts on the Ma...
20 Nov 20243min
Global Outlook: Housing, Currency Markets in Focus
On the second part of a two-part roundtable, our panel gives its 2025 preview for the housing and mortgage landscape, the US Treasury yield curve and currency markets.----- Transcript -----Vishy Tirup...
19 Nov 202412min
Global Outlook: What’s Ahead for Markets in 2025?
On the first part of a two-part roundtable, our panel discusses why the US is likely to see a slowdown and where investors can look for growth.----- Transcript -----Vishy Tirupattur: Welcome to Though...
18 Nov 202410min
The Beginning of an M&A Boom?
Our head of Corporate Credit Research Andrew Sheets explains why a stronger economy, moderate inflation and future rate cuts could prompt deal-making.----- Transcript -----Welcome to Thoughts on the M...
15 Nov 20244min
Decoding Signals Following the US Election
While the market waits for the incoming Trump administration to present its policy agenda, our Global Head of Fixed Income and Thematic Research Michael Zezas maps out some areas of early investor int...
14 Nov 20242min
