Martijn Rats: Why Energy Sector is Attractive Once Again
With the global demand of oil reaching a new high, the spillover in performance is changing the fortune for energy equities and oil markets.----- Transcript -----Welcome to Thoughts on the Market. I'm...
14 Sep 20233min
U.S Housing: The Impact of Raising Rates
Even though mortgage rates are up 100 points since the beginning of 2023, home prices are likely to stay flat or increase due to tight housing supply.----- Transcript -----Jim Egan: Welcome to Thought...
13 Sep 20235min
Vishy Tirupattur: U.S. and China on Divergent Paths
Economic growth data from the summer has bolstered belief in a possible soft landing in the U.S., while China has experienced a faster-than-expected deterioration in the macro environment.----- Transc...
12 Sep 20233min
Global Economy: Fall Outlook for Rates and the Economy
Heading into the end of the year, questions remain around Treasury yields and the neutral interest rate.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Mor...
11 Sep 20239min
Andrew Sheets: A Murky Forecast for Equities and High-Yield Bonds
Both equities and high-yield bonds could benefit from an end to ratings hikes, but may still face risks from company earnings revisions, a potential U.S. government shutdown and other events on the ho...
8 Sep 20233min
Stephen Byrd: Watch Out for El Niño
A strong El Niño event in the coming months could have negative effects for food inflation, commodities markets and climate change.----- Transcript -----Welcome to Thoughts on the Market. I'm Stephen ...
7 Sep 20233min
Michael Zezas: Congressional Return Raises Questions for Markets
Investors anticipate new legislation on tech regulation, AI and defense, amid speculation about a potential government shutdown.-----Transcription -----Welcome to Thoughts on the Market. I'm Michael Z...
6 Sep 20232min
Mike Wilson: Are Stocks Beginning to Question Economic Resiliency?
While valuations may be on the rise, fears around the resiliency of the economy could return and leave unguarded investors on uneven footing.----- Transcript -----Welcome to Thoughts on the Market. I'...
5 Sep 20233min
