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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, 11 months ago
Thematic Research: How AI Can Transform Travel Booking
Episode 955
With more companies using artificial intelligence to enhance their travel websites, AI could become the industry norm.
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Ed Stanle…
2 years, 11 months ago
Martijn Rats: Why Energy Sector is Attractive Once Again
Episode 954
With the global demand of oil reaching a new high, the spillover in performance is changing the fortune for energy equities and oil markets.
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2 years, 11 months ago
U.S Housing: The Impact of Raising Rates
Episode 953
Even though mortgage rates are up 100 points since the beginning of 2023, home prices are likely to stay flat or increase due to tight housing supply…
2 years, 11 months ago
Vishy Tirupattur: U.S. and China on Divergent Paths
Episode 952
Economic growth data from the summer has bolstered belief in a possible soft landing in the U.S., while China has experienced a faster-than-expected …
2 years, 11 months ago
Global Economy: Fall Outlook for Rates and the Economy
Episode 951
Heading into the end of the year, questions remain around Treasury yields and the neutral interest rate.
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Seth Carpenter: Welcome…
2 years, 11 months ago
Andrew Sheets: A Murky Forecast for Equities and High-Yield Bonds
Episode 950
Both equities and high-yield bonds could benefit from an end to ratings hikes, but may still face risks from company earnings revisions, a potential …
2 years, 11 months ago
Stephen Byrd: Watch Out for El Niño
Episode 949
A strong El Niño event in the coming months could have negative effects for food inflation, commodities markets and climate change.
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3 years ago
Michael Zezas: Congressional Return Raises Questions for Markets
Episode 948
Investors anticipate new legislation on tech regulation, AI and defense, amid speculation about a potential government shutdown.
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3 years ago
Mike Wilson: Are Stocks Beginning to Question Economic Resiliency?
Episode 947
While valuations may be on the rise, fears around the resiliency of the economy could return and leave unguarded investors on uneven footing.
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3 years ago