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Matt Hornbach: A Narrative of Declining Inflation
Episode 795
As the data continues to show a weakness in inflation, is it enough to convince investors that the Fed may turn dovish on monetary policy? And how ar…
3 years, 4 months ago
Mike Wilson: Fighting the Fear of Missing Out
Episode 794
Stocks have seen a much better start to 2023 than anticipated. But can this upswing continue, or is this merely the last bear market rally before the…
3 years, 4 months ago
Andrew Sheets: The Choice Between Equities and Cash
Episode 793
Investing is all about choices, so what should investors know when choosing between holding a financial asset or cash?
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Welcome t…
3 years, 4 months ago
Graham Secker: An Upturn for European Equities
Episode 792
European equities have been outperforming U.S. stocks. What’s driving the rally, and will it continue?
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Welcome to Thoughts on th…
3 years, 4 months ago
U.S. Economy: Renegotiating the Debt Ceiling
Episode 791
Last week, the U.S. Treasury hit the debt ceiling. How will markets respond as Congress decides how to move forward? Chief Cross-Asset Strategist And…
3 years, 4 months ago
U.S. Retail: A Tale of Two Halves
Episode 790
As economic pressures continue to drive consumption in the U.S., how will the health of the economy influence the soft lines industry? Head of Retail…
3 years, 4 months ago
Mike Wilson: A Shift in Recession Views
Episode 789
While there seemed to be a consensus that U.S. Equities will struggle through the first half of the year before finishing strong, views are now varyi…
3 years, 4 months ago
Andrew Sheets: What is an Optimal Asset Allocation?
Episode 788
The financial landscape is filled with predictions about what comes next for markets, but how do investors use these forecasts to put a portfolio tog…
3 years, 4 months ago
U.S. Housing: Will Activity Continue to Slow?
Episode 787
With housing data from the last few months of 2022 coming in weaker than expected, what might be in store for mortgage investors? Co-Heads of U.S. Se…
3 years, 4 months ago
Michael Zezas: The Year of the Long-Term Investor
Episode 786
At a recent meeting of analysts from around the globe, we identified three central transitions for 2023 that may help investors shift towards a focus…
3 years, 4 months ago