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Mike Wilson: Has the U.S. Government Hit a Fiscal Wall?
Episode 966
Although Congress agreed on a short-term deal to avoid a shutdown, the increase in the deficit and lack of fiscal discipline may concern investors in…
2 years, 11 months ago
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, 11 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, 11 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, 11 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, 11 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, 11 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, 11 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, 11 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, 11 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, 11 months ago