Podcast Episodes
Back to SearchPositive structural case for EM won’t collapse under a few Fed hikes
Episode 219
EM resilience tested by Fed, fueled by long-term flows
Emerging market equities have more than doubled the S&P 500's return year-to-date, and have he…
6 hours ago
Must Read Research: SpaceX; The Next AI Winners; Europe’s Earnings Momentum; Buy Value
Episode 221
In this episode of Must Read Research on Global Research Unlocked, Candace Browning explores a broadening opportunity set across markets and industri…
20 hours ago
MOU-nting inflation concerns
Episode 220
Please join our US economist and rates strategists for their weekly rates call to cover (1) commodity risks for global rates & curves and (2) US CPI …
1 day, 5 hours ago
Post NFP Call
Episode 218
Please join Ralf Preusser in conversation with Aditya Bhave, Mark Cabana and Alex Cohen post-payrolls. Since Fed Chair Warsh is trying to move away f…
1 week, 5 days ago
Signals & Noise: U.S. Equity Mid-Year Outlook 2026 — Buy Stocks, Not the Index
Episode 217
In this episode of Signal vs. Noise, Savita Subramanian, Head of U.S. Equity & Quantitative Strategy, reviews a surprising first half of 2026 and exp…
1 week, 5 days ago
Must Read Research: Shifting Econ Outlook; Concentration Bubble Risk; Semis; Prediction Mkts
Episode 216
In this episode of Must Read Research, we explore what happens when “too much of a good thing” begins to reshape markets. From a more hawkish Fed out…
2 weeks ago
Signals & Noise: Updating the Outlook—Growth Up and Policy Tightening Ahead
Episode 215
In this episode of Signals & Noise, we unpack the latest midyear updates to global economic forecasts, including a modest upgrade to global growth an…
2 weeks ago
Mid-year review
Episode 214
Please join Ralf Preusser in conversation with Mark Cabana and Adarsh Sinha to discuss the outlook for G10 rates and FX. We will discuss implications…
2 weeks, 1 day ago
America at 250 – Innovation, Market Leadership and the Power of Compounding
Episode 213
As the United States approaches its 250th Independence Day, Derek Harris, Head of Global Wealth Management Portfolio and Investment Strategy speaks w…
3 weeks ago
Task force hawkish
Episode 212
We recap the June FOMC meeting with our US economists and rates / FX strategists. We offer our views on the hawkish messaging and how to position acr…
3 weeks, 1 day ago