Podcast Episodes
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Martijn Rats: A Change in the Global Oil Market
Episode 864
As oil data in 2023 shows that second-half tightening is less likely, it may be time to alter the narrative around the expected market for the remain…
3 years, 3 months ago
Mike Wilson: Earnings, The Fed and Consumer Spending
Episode 863
With all the volatility surrounding the banking sector, the Fed raising rates and the continued debt ceiling debate, are consumers finally pulling ba…
3 years, 3 months ago
Andrew Sheets: The Prospect of a Pause in Rate Hikes
Episode 862
The Federal Reserve pausing on hiking interest rates has historically been good for markets. But given current conditions, history may not repeat its…
3 years, 4 months ago
Graham Secker: Will European Equity Resilience Continue?
Episode 861
The banking sector appears stronger in Europe than it does in the U.S., but some other European sectors may be at risk of lower profitability.
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3 years, 4 months ago
Michael Zezas: Congress Contends with the Debt Ceiling
Episode 860
Congress is finally set to begin debt ceiling negotiations. What are some possible outcomes and how might the negotiations affect economic growth?
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3 years, 4 months ago
Global Economy: Global Challenges Drive Productivity Investment
Episode 859
With the trend toward a multipolar world accelerating, companies are finding that investing in productivity may help protect margins. Ravi Shanker an…
3 years, 4 months ago
Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation
Episode 858
As the banking sector is in the news again, investors wonder about an increase in borrowing from the Fed and possible restrictions on the horizon.
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3 years, 4 months ago
Ed Stanley: The Risky Path to a Multipolar World
Episode 857
With the world moving towards a more complex and decentralized multipolar structure, how will technology and infrastructure markets fare going forwar…
3 years, 4 months ago
Matthew Hornbach: The Return of Government Bonds
Episode 856
While government bonds have been less than desirable investments for the past two years, the tide may be turning on bond returns.
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3 years, 4 months ago
Michael Zezas: The Great Productivity Race
Episode 855
As multinational companies look towards a future of higher innovation costs and a shrinking labor pool, some corporate sectors may fare better than o…
3 years, 4 months ago