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US Economy: Bigger, But Not Tighter
Episode 1108
New data on both immigration and inflation defied predictions and may have shifted the Fed’s perspective. Our Chief U.S. Economist and Head of U.S. R…
2 years, 1 month ago
U.S. Equities: No Landing in Sight
Episode 1107
Recent data indicates the economy may avoid either a soft or hard landing for now. Our Chief U.S. Equity Strategist explains why investors should see…
2 years, 1 month ago
Mixed Signals for Asia and Emerging Markets
Episode 1106
Japan and India are currently set to lead growth in these markets, but a higher-for-longer rate environment in the U.S. could favor China, Hong Kong …
2 years, 1 month ago
A Central Piece of the GenAI Puzzle
Episode 1105
GenAI will likely drive the exponential growth of data centers. Listen as our Capital Goods Analyst shares key takeaways on the electrical equipment …
2 years, 1 month ago
The Repercussions of Rising Global Tensions
Episode 1104
As global conflicts escalate, our Global Head of Fixed Income and Thematic Research unpacks the possible market outcomes as companies and governments…
2 years, 1 month ago
How Will the GenAI Revolution Be Powered?
Episode 1103
Our Global Head of Sustainability Research and U.S. Utilities Analyst discuss the rapidly growing power needs of the GenAI enablers and how to meet t…
2 years, 1 month ago
A Sobering View on the Spirits Sector
Episode 1102
Markets are suggesting that spirits consumption will return to historical growth levels post-pandemic, but our Head of European Consumer Staples Rese…
2 years, 1 month ago
Unpacking Correlation
Episode 1101
The math of ‘bond-equity correlation' is complicated. Our head of Corporate Credit Research breaks it down, along with the impact of bond rates on ot…
2 years, 1 month ago
US Energy: The Minerals and Materials at Risk
Episode 1100
With global temperatures rising and an increasing urgency to speed progress on the energy transition, our Head of Sustainability Equity Research exam…
2 years, 2 months ago
2024 US Elections: Inflation’s Possible Paths
Episode 1099
Our Global Chief Economist joins our Head of Fixed Income Research to review the most recent Consumer Price Index data, and they lay out potential ou…
2 years, 2 months ago