Thoughts on the Market

As Japan anticipates shifts in structural policy and GDP growth, these are the industries within the market that are poised to benefit. Chief Asia Economist Chetan Ahya, Chief Japan Economist Takeshi ...

20 Juli 20238min

The first of our three-part series on the Japanese economy dives into the three key factors that have triggered a recent surge in interest from investors.----- Transcript -----Welcome to Thoughts on t...

19 Juli 20233min

With the moratorium on federal student loans ending soon, discretionary spending is likely to go down and delinquency is likely to rise as consumers face the end of a three-year reprieve.----- Transcr...

18 Juli 20233min

While falling inflation is good news for many, equity investors may see volatility in earnings growth as pricing power fades.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, C...

17 Juli 20234min

With inflation slowly moving lower, government bonds are looking increasingly more attractive and may be primed for a comeback later this year.----- Transcript -----Welcome to Thoughts on the Market. ...

14 Juli 20232min

As airlines scramble to decrease their carbon footprint by 80% before 2050, can sustainable aviation fuel lead the charge?----- Transcript -----Welcome to Thoughts on the Market. I'm Ravi Shanker, Mor...

13 Juli 20233min

With a potential government shutdown looming in the fall, investors may want to keep an eye on the U.S. Treasury market to insulate themselves from risk.----- Transcript -----Welcome to Thoughts on th...

12 Juli 20232min

The market for artificial intelligence technologies could reach $275 billion by 2027, but not all companies will be able to generate revenue. Here’s what investors should watch.----- Transcript -----W...

11 Juli 20233min