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Mike Wilson: Could Bond Market Consolidation Weigh on U.S. Equities?
Episode 1017
Here’s how upcoming inflation data and this week’s Federal Open Market Committee meeting could affect the U.S. bond and equity markets.
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2 years, 6 months ago
David Adams: Contrarian Call on the U.S. Dollar
Episode 1016
Will the U.S. dollar weaken further as the economy slows? What will its value be compared to the Euro by spring 2024? Our analyst tackles those key c…
2 years, 6 months ago
2024 Asia Equities Outlook: India vs. China
Episode 1015
Will India equities continue to outperform China equities in 2024? The two key factors investors should track.
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Welcome to Though…
2 years, 6 months ago
An Early Guide to the 2024 U.S. Elections
Episode 1014
Although much will change before the elections, investors should watch for potential impacts on issues such as AI regulation, energy permitting, trad…
2 years, 6 months ago
2024 Asia Economics Outlook: Still Divergent?
Episode 1013
Asia’s economic recovery could continue to be out of step with the rest of the world. Hear which countries are positioned for growth and which might …
2 years, 6 months ago
Mike Wilson: Are Markets Following the Right Playbook?
Episode 1012
U.S. equities markets appear to be betting on an outdated playbook that worked when inflation was benign. But analysis of earnings and macro data sug…
2 years, 6 months ago
Andrew Sheets: November’s Early Holiday Gift to Investors
Episode 1010
The market rally of the last few weeks is based on strong economic data, suggesting that the U.S. and Europe remain on track for a “soft landing.”
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2 years, 6 months ago
Pamela Kaufman: Anti-Obesity Meds Could Bite Into Food Sales
Episode 1009
The growing popularity of medicines that curb appetite is having an impact on consumption of less-healthy foods. Here’s what that could mean for pack…
2 years, 6 months ago
Ravi Shanker: A New Golden Age of Travel Ahead?
Episode 1008
With a strong holiday season expected, and a rise in U.S. passport issuance, there’s good reason to believe the travel industry will see durable grow…
2 years, 6 months ago
How Education Companies Can Benefit from AI
Episode 1007
Investors in the education sector have focused on threats from generative AI, but may be missing the potential for greater efficiency and new opportu…
2 years, 6 months ago