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Michelle Weaver: Checking On The Consumer
Episode 652
As inflation continues to be a major concern for the U.S., investors will want to pay attention to how spending, travel and sentiment are changing fo…
3 years, 11 months ago
Michael Zezas: The Impact of Tariff Relief
Episode 651
As media reports indicate a possible tariff reduction on imports from China, some investors are wondering if this is signaling a return of modest tra…
3 years, 11 months ago
Special Encore: U.S. Housing - Breaking Records not Bubbles
Episode 650
Original Release on June 16th, 2022: While many investors may be curious to know what other investors are thinking and feeling about markets, there’s…
3 years, 11 months ago
Global Equities: Are Value Stocks on the Rise?
Episode 649
For the last decade investors have been focused on highflying growth stocks, but this investing environment may be the exception rather than the rule…
3 years, 11 months ago
Jonathan Garner: Why Japan Should Have Investors’ Attention
Episode 648
As the risks to international economic growth increase, global investors may find some good news in the Japanese equities market.
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3 years, 11 months ago
Michael Zezas: Next Steps for the U.S. and China
Episode 647
As legislators try to manage the U.S. and China’s economic relationship, outbound investors will want to keep tabs on potential policy coming down th…
3 years, 11 months ago
U.S. Fixed Income: When will the Treasury Market Rally?
Episode 646
As the Fed continues with aggressive policy tightening, fixed income investors may be wondering if the bond market is accurately priced and when we m…
3 years, 11 months ago
Mike Wilson: The Confounding Bear Market
Episode 645
Talk of recession continues among investors and consumers alike, but last week saw a sharp rally in U.S. Equities. Is this just a blip or could U.S. …
3 years, 11 months ago
Special Encore: Andrew Sheets - How Useful is Investor Sentiment?
Episode 644
Original Release on June 9th, 2022: While many investors may be curious to know what other investors are thinking and feeling about markets, there’s …
3 years, 11 months ago
Seth Carpenter: A Stark Choice for the European Central Bank
Episode 643
Inflation has continued to surprise to the upside, causing global central banks to face a difficult choice; continue to raise rates at the risk of re…
3 years, 11 months ago