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Andrew Sheets: Will the Bond Market Suffer from Tax-Loss Selling?
Episode 996
Investors whose corporate bond holdings have lost value in 2023 could sell before the end of the year, locking in their losses to offset gains elsewh…
2 years, 7 months ago
Ed Stanley: Weight Loss Drugs and the Global Economy
Episode 995
Despite some falloff in consumer interest, anti-obesity drugs are still likely to have profound implications at both the macro and sectoral level.
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2 years, 7 months ago
Michael Zezas: Are the Worst Bond Returns Behind Us?
Episode 994
The recent treasury rally signals that perhaps the U.S. fiscal trajectory isn't as challenging as bond investors had feared.
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Wel…
2 years, 7 months ago
Matt Cost: How AI Could Disrupt Gaming
Episode 993
AI could help video game companies boost engagement and consumer spending, but could also introduce competition by making it easier for new companies…
2 years, 7 months ago
Mike Wilson: Will the Equity Market Rally Last?
Episode 992
Last week’s uptick in stock prices, driven by a pullback in bond yields and the Fed’s decision to hold rates steady, is likely to fizzle over the com…
2 years, 7 months ago
Andrew Sheets: Upgrades and Downgrades in Corporate Credit
Episode 991
As the majority of the stress from higher rates falls on weaker borrowers, investors should consider moving up in quality.
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Welco…
2 years, 7 months ago
US Economy: What Generative AI Means for the Labor Market
Episode 990
Generative AI could transform the nature of work and boost productivity, but companies and governments will need to invest in reskilling.
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2 years, 7 months ago
Michael Zezas: What the New U.S. Speaker Means for Markets
Episode 989
Investors are questioning whether a new U.S. Speaker in the House of Representatives will push for fresh legislation, and whether a potential governm…
2 years, 7 months ago
U.S. Housing: The Impact of High Mortgage Rates
Episode 988
With mortgage rates at their highest level in 20 years, housing affordability may deteriorate to levels not seen in decades.
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Jim…
2 years, 7 months ago
Mike Wilson: 2023 Stock Market Comes Full Circle
Episode 987
As we head into the end of the year, investors are again worrying about the impact that higher interest rates will have on growth.
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2 years, 7 months ago