Podcast Episodes
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Tariff Roundtable: Global Economy on the Brink of Recession?
Episode 1356
As market turmoil continues, our global economists give their view on the ramifications of the Trump administration’s tariffs, and how central banks …
1 year, 2 months ago
Tariff Fallout: Where Do Markets Go From Here?
Episode 1355
As markets continue reacting to the Trump administration’s tariffs, Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strateg…
1 year, 2 months ago
How Companies Can Navigate New Tariffs
Episode 1354
Our Thematics and Public Policy analysts Michelle Weaver and Ariana Salvatore discuss the top five strategies for companies to mitigate the effects o…
1 year, 2 months ago
Faceoff: U.S. vs. European Equities
Episode 1353
Our analysts Paul Walsh, Mike Wilson and Marina Zavolock debate the relative merits of U.S. and European stocks in this very dynamic market moment.
Re…
1 year, 2 months ago
What’s Weighing on U.S. Consumer Confidence?
Episode 1352
Our analysts Arunima Sinha, Heather Berger and James Egan discuss the resilience of U.S. consumer spending, credit use and homeownership in light of …
1 year, 2 months ago
Are Any Stocks Immune to Tariffs?
Episode 1351
Policy questions and growth risks are likely to persist in the aftermath of the Trump administration’s upcoming tariffs. Our CIO and Chief U.S. Equit…
1 year, 2 months ago
New Worries in the Credit Markets
Episode 1350
As credit resilience weakens with a worsening fundamental backdrop, our Head of Corporate Credit Research Andrew Sheets suggests investors reconsider…
1 year, 2 months ago
New Tariffs, News Patterns of Trade
Episode 1349
Our global economists Seth Carpenter and Rajeev Sibal discuss how global trade will need to realign in response to escalating U.S. tariff policy.
Read…
1 year, 2 months ago
Is the Future of Food Fermented?
Episode 1348
Our European Sustainability Strategists Rachel Fletcher and Arushi Agarwal discuss how fermentation presents a new opportunity to tap into the altern…
1 year, 2 months ago
European Banks Spark Rising Investor Interest
Episode 1347
Our European Heads of Diversified Financials and Banks Research Bruce Hamilton and Alvaro Serrano discuss the biggest themes and debates from the rec…
1 year, 2 months ago