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2023 European Outlook: Recession & Beyond
Episode 752
As we head into a new year, Europe faces multiple challenges across inflation, energy and financial conditions, meaning investors will want to keep a…
3 years, 6 months ago
Michelle Weaver: A Very Different Holiday Shopping Season
Episode 751
As we enter the holiday shopping season, the challenges facing consumers and retailers look quite different from 2021, so how will inflation and high…
3 years, 6 months ago
Michael Zezas: Mixed News from the U.S./China Meeting
Episode 750
While the recent meeting between U.S. President Biden and China’s President Xi has signaled near term stability for the relationship between the two …
3 years, 6 months ago
U.S. Outlook: What Are The Key Debates for 2023?
Episode 749
The year ahead outlook is a process of collaboration between strategists and economists from across the firm, so what were analysts debating when thi…
3 years, 6 months ago
Mike Wilson: When Will Market Volatility Subside?
Episode 748
While the outlook for 2023 may seem relatively unexciting, investors will want to prepare for a volatile path to get there, and focus on some key inf…
3 years, 6 months ago
Robin Xing: China’s 20th Party Congress Commits to Growth
Episode 747
At the recent 20th Party Congress in China, policy makers made economic growth a top priority, but what are the roadblocks that may be of concern to …
3 years, 6 months ago
U.S. Housing: How Far Will the Market Fall?
Episode 746
With risks to both home sales and home prices continuing to challenge the housing market, investors will want to know what is keeping the U.S. housin…
3 years, 6 months ago
2023 Global Strategy Outlook: Big Shifts in Dynamics
Episode 745
In looking ahead to 2023, the big dynamics of this year are poised to shift and investors will want to look for safety amidst the coming uncertainty.…
3 years, 6 months ago
2023 Global Macro Outlook: A Different Kind of Year
Episode 744
As we look ahead to 2023, we see a divergence away from the trends of 2022 in key areas across growth, inflation, and central bank policy. Chief Cros…
3 years, 6 months ago
Mike Wilson: Dealing With the Late Cycle Stage
Episode 743
As we transition away from our fire and ice narrative and into the late cycle stage, investors will want to change up their strategies as we finish o…
3 years, 6 months ago