Podcast Episodes
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Will US Tariffs Drive Mexico Closer to China?
Episode 1263
Our US Public Policy Strategist Ariana Salvatore and Chief Latin America Equity Strategist Nikolaj Lippmann discuss what Trump’s victory could mean f…
1 year, 6 months ago
Is This the Future of Clean Energy Under Trump 2.0?
Episode 1262
Our Sustainability analysts Stephen Byrd and Laura Sanchez discuss the range of impacts that the Republican sweep may have on energy policy and the E…
1 year, 6 months ago
Is Clean Power at a Tipping Point in Asia?
Episode 1261
Our South Asia Energy Analyst Mayank Maheshwari discusses the main drivers behind a shifting electric power landscape in his outlook for Asia energy.…
1 year, 6 months ago
Global Outlook: Housing, Currency Markets in Focus
Episode 1260
On the second part of a two-part roundtable, our panel gives its 2025 preview for the housing and mortgage landscape, the US Treasury yield curve and…
1 year, 6 months ago
Global Outlook: What’s Ahead for Markets in 2025?
Episode 1259
On the first part of a two-part roundtable, our panel discusses why the US is likely to see a slowdown and where investors can look for growth.
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1 year, 6 months ago
The Beginning of an M&A Boom?
Episode 1258
Our head of Corporate Credit Research Andrew Sheets explains why a stronger economy, moderate inflation and future rate cuts could prompt deal-making…
1 year, 6 months ago
Decoding Signals Following the US Election
Episode 1257
While the market waits for the incoming Trump administration to present its policy agenda, our Global Head of Fixed Income and Thematic Research Mich…
1 year, 6 months ago
US Elections: Lessons From the UK
Episode 1256
As President-Elect Trump’s new administration takes shape, all eyes are on fiscal policy that may follow. Our Global Chief Economist Seth Carpenter u…
1 year, 6 months ago
Will Tariffs Dampen Asia’s Economic Growth?
Episode 1255
Our Chief Asia Economist Chetan Ahya discusses the potential impact of tariffs on China and other Asian countries following the US election.
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1 year, 7 months ago
Pricing In the Likely Republican Sweep
Episode 1254
With the Republican party poised to clinch control of the White House and Congress, our CIO and Chief US Equity Strategist says markets are readying …
1 year, 7 months ago