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Mid-Year Global Oil Outlook: Neutral or Constructive?
Episode 894
While high oil prices at the end of last year drove down demand and freed up supply, this year many expect the market to tighten again. So why hasn’t…
2 years, 11 months ago
Mid-Year Macro Markets Outlook: Slow Growth and Sticky Inflation
Episode 893
While the U.S is moving towards a soft landing and Japan is seeing nominal growth, the European economy continues to face restrictive policy.
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2 years, 11 months ago
Fixed Income: A Sweet Spot for Munis
Episode 892
With investors anticipating earnings surprises for US stocks, the outlook for municipal bonds is looking brighter.
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Michael Zezas…
2 years, 11 months ago
Asia’s Economy Outlook: Recovery Picking Up Steam
Episode 891
With more Asian economies on pace to join the recovery path set by China, confidence in economic outperformance versus the rest of the world is risin…
2 years, 11 months ago
Andrew Sheets: Will Markets Stay Resilient?
Episode 890
While investors are feeling optimistic with the strong performance in markets despite some predicted challenges, it may be too soon to tell if these …
2 years, 11 months ago
European Equities Outlook: Short-Term Pain, Long-Term Gain
Episode 889
With the European economy losing momentum amidst a rally in growth stocks globally, the time of European equity outperformance may be in the past for…
2 years, 11 months ago
Mike Wilson: A Historically Concentrated Market
Episode 888
With AI gaining momentum among investors and the Fed potentially pausing on rate hikes, signs are now pointing towards the end of the bear market ral…
2 years, 11 months ago
Mid-Year Strategy Outlook: Risk/Reward in Currency and Commodities
Episode 887
While the forecast for global bonds remains strong for the latter half of 2023, other asset classes could see bifurcated results across regions.
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3 years ago
Mid-Year Economic Outlook: A Dichotomy Worth Watching
Episode 886
As we look toward the second half of 2023, the U.S. and Europe are likely to see very slow growth but avoid a recession, while Asia may be poised to …
3 years ago
Michael Zezas: After the Debt Ceiling, What’s Next?
Episode 885
On the heels of Congress’s raising the debt ceiling, markets are wondering: What’s next from D.C.? Here are three things we’re watching.
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3 years ago