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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, 2 months ago
Mid-Year U.S. Consumer Outlook: Spending, Savings and Travel
Episode 884
Consumers in the U.S. are largely returning to pre-COVID spending levels, but new behaviors related to travel, credit availability and inflation have…
3 years, 3 months ago
Mike Wilson: Earnings Cycle Still Running Short and Hot
Episode 883
The recovery in 2024 and 2025 looks promising, but the worst of the earnings cycle is likely not over, even for technology stocks.
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3 years, 3 months ago
Special Encore: Erik Woodring: Are PCs on the Rebound?
Episode 882
Original Release on May 11th, 2023: While personal computer sales were on the decline before the pandemic, signs are pointing to an upcoming boost.
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3 years, 3 months ago
Adam Jonas: The Inconvenient Truths About EV Batteries
Episode 880
With the rapid adoption of electric vehicles, onshoring the critical battery supply chain poses significant challenges and will drive sizable investm…
3 years, 3 months ago
Michael Zezas: A Step Forward in the Debt-Ceiling Debate
Episode 879
While an agreement on suspending the debt ceiling seems likely to make it through Congress, investors may want to monitor bank deposits for lingering…
3 years, 3 months ago
Seth Carpenter: Government Bonds and the Debt Ceiling
Episode 878
As congress debates a debt ceiling deal, investors are proactively purchasing Treasury bills and thus causing a drain on the reserves which could amp…
3 years, 3 months ago
Andrew Sheets: Unresolved Questions Create Market Uncertainty
Episode 877
Optimistic investors have pushed stocks and bond yields to the high end of the recent range. But inflation, banks and the debt ceiling status are sti…
3 years, 3 months ago
Jonathan Garner: Japan’s Equities Continue to Rally
Episode 876
While Japan's equities have continued to rally, a roster of sector leading companies and a weak Yen could signal this bullish story is only just begi…
3 years, 3 months ago
Michael Zezas: The G7 Meeting and its Impact on Markets
Episode 875
Discussions at the recent Group of Seven Nations meeting point to the continued development of a multipolar world, as supply chains become less globa…
3 years, 3 months ago