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U.S. Economy: What AI Means for People Doing Multiple Jobs
Episode 965
The number of U.S. workers with multiple income streams is increasing steadily, with earnings of $200 billion today poised to double by 2030. Generat…
2 years, 8 months ago
Jonathan Garner: Volatility in Asia and Emerging Markets
Episode 964
With volatility in Asia and emerging markets causing both upswings and downswings, certain markets will be critical as uncertainty continues.
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2 years, 8 months ago
U.S. Policy: The Economic Impact of a Government Shutdown
Episode 963
If government funding expires next week, the shutdown combined with other economic issues could make for a weak fourth quarter. Global Head of Fixed …
2 years, 8 months ago
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
Episode 962
Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown co…
2 years, 8 months ago
Mike Wilson: A Shift in Stock Personalities
Episode 961
With the economy late in its current cycle, early-cycle performers such as consumer and housing stocks are underperforming while energy and industria…
2 years, 8 months ago
Andrew Sheets: The Rise of Corporate Bond Yields
Episode 960
September historically has been a big month for corporate bond issuance, but borrowing looks less attractive to companies due to the large rise in yi…
2 years, 8 months ago
US Economy: Stronger Growth in the U.S. Economy
Episode 959
Even with the possibility of a fourth-quarter slowdown in consumer spending, positive data across the board suggests the U.S. economy is still on tra…
2 years, 8 months ago
Michael Zezas: China’s Evolving Economy
Episode 958
A potential debt-deflation cycle in China could spell opportunity for U.S. Treasuries and Asia corporate bonds outside of China.
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2 years, 8 months ago
Kickstarting the U.S. Mining Industry
Episode 957
A number of U.S. industries rely heavily on critical minerals that must be imported from other countries. Policymakers and business leaders are calli…
2 years, 8 months ago
Seth Carpenter: The ECB, The Fed and Oil Prices
Episode 956
While the ECB followed headline inflation with raised policy rates yet again last week, the Fed meeting this week may be more focused on core inflati…
2 years, 8 months ago