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Special Encore: What’s Ahead for Markets in 2025?
Episode 1284
Original Release Date November 18, 2024: On the first part of a two-part roundtable, our panel discusses why the US is likely to see a slowdown and w…
1 year, 5 months ago
The Many Potential Policy Paths of Trump’s Second Term
Episode 1289
Our Global Head of Fixed Income and Thematic Research joins our U.S. Public Policy Strategist to give investors their policy expectations for Preside…
1 year, 5 months ago
More Talk, Less Action Could Be Good for Credit Markets
Episode 1283
Our Head of Corporate Credit Research lists realistic scenarios for why credit could outperform expectations in 2025, despite some risks posed by pol…
1 year, 5 months ago
Fed Signals Inflation Fight Isn’t Over
Episode 1282
Our Global Head of Macro Strategy joins our Chief U.S. Economist to discuss the Fed’s recent rate cut and why persistent inflation is likely to slow …
1 year, 5 months ago
Banking on Deregulation
Episode 1281
Of all of the potential policy changes from the incoming U.S. presidential administration, deregulation could have the most significant impact on mar…
1 year, 5 months ago
The Calm Before the Storm?
Episode 1280
Our Global Chief Economist explains why a predictable end to 2024 for central banks may give way to a tempestuous 2025.
----- Transcript -----
Welcome …
1 year, 5 months ago
How Investors Can Best Position for 2025
Episode 1279
Our CIO and Chief U.S. Equity Strategist recaps how equity markets have fared in 2024, and why they might look more conservative early in the new yea…
1 year, 5 months ago
Why the Airline Industry Could Take Off in 2025
Episode 1278
After an up-and-down 2024 for the U.S. airlines industry, our Freight Transportation & Airlines Analyst Ravi Shanker explains why he is bullish about…
1 year, 5 months ago
Could Private-Label Products Transform Retail?
Episode 1277
Our U.S. Retail Analyst Simeon Gutman discusses shoppers’ embrace of a private labels super cycle and how changing consumer behavior could fundamenta…
1 year, 6 months ago
What Could Go Wrong for Corporate Credit?
Episode 1276
Our Head of Corporate Credit Research Andrew Sheets explains why corporate credit may struggle in 2025, including the risks of aggressive policy shif…
1 year, 6 months ago