Podcast Episodes
Back to Search
Is the Fed Behind the Curve?
Episode 1200
As the US Federal Reserve mulls a forthcoming interest rate cut, our Head of Corporate Credit Research and Global Chief Economist discuss how it is b…
1 year, 9 months ago
Bumpy Road Back For US Housing Market
Episode 1199
While mortgage rates have come down, our Co-heads of Securitized Products Research say the US housing market still must solve its supply problem.
----…
1 year, 9 months ago
All Eyes on Jobs Data
Episode 1198
Our CIO and Chief US Equity Strategist explains why there’s pressure for the August jobs report to come in strong -- and what may happen to the marke…
1 year, 9 months ago
What’s Boosting Consumer Confidence?
Episode 1197
Our US Thematic Strategist discusses surging confidence as the political landscape evolves, back-to-school spending starts strong and travel provider…
1 year, 9 months ago
Market Rebounds but Growth Is Uncertain
Episode 1196
Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still ske…
1 year, 9 months ago
What’s Next for Japan After Rate Hike?
Episode 1195
The Bank of Japan jolted global markets after its recent decision to raise interest rates. Our experts break down the effects the move could have on …
1 year, 9 months ago
At Political Conventions, Policy Waits in the Wings
Episode 1194
This week’s Democratic National Convention in the US may be light on policy details, but our Global Head of Fixed Income and Thematic Research explai…
1 year, 9 months ago
Special Encore: Almost Human: Robots in Our Near Future
Episode 1193
Original release date July 23, 2024: Our Head of Global Autos & Shared Mobility discusses what makes humanoid robots a pivotal trend with implication…
1 year, 9 months ago
Why Immigration Matters for Global Economies
Episode 1192
Our Global Chief Economist explains what stricter immigration policy in key markets around the world could mean for economic growth and inflation.
---…
1 year, 9 months ago
Strong Balance Sheets, Cautious Boardrooms
Episode 1191
Our Head of Corporate Credit Research explains how corporate balance sheets have remained resilient post-COVID, and why that could continue in the fa…
1 year, 9 months ago