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Andrew Sheets: Why Are Rates Up and Stocks Down?
Episode 926
Moves by the Bank of Japan, the downgrade of the U.S. credit rating and new economic data may all have contributed to a spike in bond yields and fall…
3 years, 1 month ago
Ron Kamdem: ‘Bifurcation’ in Global Office Real Estate Markets
Episode 925
While rate hikes and work from home are depressing office real estate in the U.S., the market is vast globally, and there are clear differences acros…
3 years, 1 month ago
Michael Zezas: How Will the U.S. Credit Downgrade Affect Markets?
Episode 924
The recent downgrade to Fitch's U.S. credit rating should have less of an impact on demand for bonds than the ongoing trajectory of inflation.
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3 years, 1 month ago
Vishy Tirupattur: Corporate Credit Risks Remain
Episode 923
While the U.S. economy appears on track to avoid a recession, investors should still consider the implications of an upcoming wave of maturities in c…
3 years, 1 month ago
Mike Wilson: A New Cyclical Upturn?
Episode 922
With uncertainty around the effects of new central bank policy, investors should be on the lookout for sales growth, cost cutting and sectors that mi…
3 years, 1 month ago
Andrew Sheets: Unexpected Behavior in Markets
Episode 921
Chief Cross-Asset Strategist Andrew Sheets explains why it’s increasingly more favorable to be a lender than an asset owner.
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Wel…
3 years, 1 month ago
Global Autos: Are China’s Electric Vehicles Reshaping the Market?
Episode 920
With higher quality and lower costs, China’s electric vehicles could lead a shift in the global auto industry.
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Adam Jonas: Welco…
3 years, 1 month ago
Michael Zezas: Elections and Their Influence on Markets
Episode 919
Investors are questioning what new policy changes the 2024 election might bring, how the changes could affect markets and when they should start payi…
3 years, 1 month ago
Mike Wilson: Expanding Valuations in Equity Markets
Episode 918
Rapidly declining inflation poses a challenge to revenue growth and earnings. So what should investors look out for to identify the winners from here…
3 years, 1 month ago
Erik Woodring: India’s Smartphone Market Poised to Take Off
Episode 917
India’s smartphone market could triple in size over the next decade, putting it behind only the U.S. and China.
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Welcome to Thoug…
3 years, 1 month ago