Podcast Episodes
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America’s Frontier-Market Origin Story
Episode 1676
As America nears its 250th birthday, our Global Head of Fixed Income Andrew Sheets looks back at the early republic as a volatile frontier market, an…
1 month, 3 weeks ago
Investors’ Focus Shifts to Rates and AI
Episode 1677
Following meetings across Europe and Asia, our Global Head of Cross-Asset Strategy Research, Serena Tang, discusses two of the main themes on investo…
1 month, 3 weeks ago
What to Watch Ahead of the Midterms
Episode 1675
With voters focused on prices and the economy, our Head of Public Policy Research Ariana Salvatore and U.S. Thematic Strategist Michelle Weaver discu…
1 month, 3 weeks ago
The Market Shift Investors May Be Missing
Episode 1674
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains that gains in the stock market are expanding to more sectors and why investors should p…
1 month, 4 weeks ago
Comeback for Europe’s Bull Market?
Episode 1672
Europe's equity rally has surprised many investors. Our Europe Head of Research Product Paul Walsh and Chief European Equity Strategist Marina Zavolo…
1 month, 4 weeks ago
The Warsh Effect on Mortgages
Episode 1671
Although markets may recalibrate to a different policy playbook under the new Fed chair Kevin Warsh, housing could remain in a holding pattern. Our c…
2 months ago
Consumer Confidence and the U.S. Midterms
Episode 1670
Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it…
2 months ago
What a Quieter Fed Could Mean for Markets
Episode 1669
In his first meeting as Fed Chair, Kevin Warsh signaled restraint in providing guidance. Our Global Head of Fixed Income Research Andrew Sheets looks…
2 months ago
The Obstacles to Buying a First Home
Episode 1668
First-time homebuyers may get short windows of relief, but our co-head of Securitized Products Research James Egan and Senior Economist and Strategis…
2 months ago
Why Warsh May Let Markets Sweat
Episode 1667
Our CIO and Chief U.S. Equity Strategist Mike Wilson reacts to Kevin Warsh’s first Fed meeting, explaining why the new chair’s credibility may requir…
2 months ago