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No Summer Slowdown for Markets – Yet
Episode 1428
Markets may seem calm following recent policy headlines, but for Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, …
10 months, 3 weeks ago
How a Weaker Dollar Could Boost U.S. Stocks
Episode 1427
The dollar’s bearish run is likely to affect U.S. equity markets. Michelle Weaver, our U.S. Thematic & Equity Strategist, and David Adams, our Head o…
10 months, 3 weeks ago
Coming Soon: The Tariff Hit on Economic Data
Episode 1426
U.S. tariffs have had limited impact so far on inflation and corporate earnings. Our Head of Corporate Credit Research Andrew Sheets explains why – a…
10 months, 4 weeks ago
The End of the U.S. Dollar’s Bull Run?
Episode 1425
Our analysts Paul Walsh, James Lord and Marina Zavolock discuss the dollar’s decline, the strength of the euro, and the mixed impact on European equi…
10 months, 4 weeks ago
How Wall Street Is Weathering the Tariff Storm
Episode 1423
Stocks hold steady as tariff uncertainty continues. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how policy deferrals, earnings resi…
11 months ago
Bracing for Sticker Shock
Episode 1422
As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of …
11 months ago
The Future Reckoning of Tariff Escalation
Episode 1421
The ultimate market outcomes of President Trump’s tactical tariff escalation may be months away. Our Global Head of Fixed Income Research and Public …
11 months ago
Are Foreign Investors Fleeing U.S. Assets?
Episode 1420
Our Chief Cross-Asset Strategist Serena Tang discusses whether demand for U.S. stocks has fallen and where fund flows are surging.
Read more insights…
11 months ago
How AI Is Disrupting Defense
Episode 1419
Arushi Agarwal from the European Sustainability Strategy team and Aerospace & Defense Analyst Ross Law unpack what a reshaped defense industry means …
11 months ago
Have U.S. Consumers Shaken Off Tariff Concerns?
Episode 1418
The American consumer isn’t simply pulling back. They are changing the way they spend – and save. Our U.S. Thematic and Equity Strategist Michelle We…
11 months ago