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Why Your Medical Bill Is So High
Episode 1687
Our analysts Andrew Sheets and Mark Schmidt unpack why U.S. healthcare feels so expensive and the potential impacts of rising hospital costs.
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1 month, 1 week ago
A Test for Capital Markets: Funding AI
Episode 1686
Credit markets are stepping in to fund the surging demand for AI. Our experts Lindsay Tyler and Anish Shah explore the opportunities and risks behind…
1 month, 1 week ago
AI as a Sovereign Power
Episode 1685
AI has become a strategic policy priority as governments race to secure their technological future. Our Head of U.S. Public Policy Research Ariana Sa…
1 month, 1 week ago
What’s Fueling Stocks After the AI Trade
Episode 1684
Our CIO and Chief U.S. Equity Officer Mike Wilson discusses where investors may find opportunity beyond the AI sector and risks that could slow marke…
1 month, 2 weeks ago
Lower Prices, Bigger Market: The Next Phase of GLP-1 Drugs
Episode 1683
Cheaper obesity medicines could unlock broader demand, while supply-chain bottlenecks and premium-drug innovation may also shape how the market evolv…
1 month, 2 weeks ago
A New Chapter for North American Trade
Episode 1682
The USMCA review is underway, with implications beyond tariffs. Our Head of U.S. Public Policy Research Ariana Salvatore breaks down the key issues s…
1 month, 2 weeks ago
The AI Divide Between the U.S. and Japan
Episode 1681
Robert Feldman and Michael Gapen discuss how AI could reshape growth, labor markets and productivity in the U.S. and Japan.
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1 month, 2 weeks ago
3 Things That Could Break the Summer Rally
Episode 1680
Our Global Head of Fixed Income Research Andrew Sheets outlines what could potentially go wrong and disrupt markets’ optimism this summer.
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1 month, 2 weeks ago
AI’s Next Stress Test
Episode 1679
The biggest AI stocks have had a remarkable run – but questions still remain. Our Head of Americas Specialty Sales, Thomas Wigg, speaks with Global H…
1 month, 3 weeks ago
Next Leg of the Bull Market?
Episode 1678
A changing macro backdrop is creating new opportunities across the equity market. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what'…
1 month, 3 weeks ago