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Graham Secker: Are European Equities Still Providing Safety?
Episode 809
While the causes of the European equity rally have become more clear over time, so have the caveats that warrant caution over optimism for cyclical s…
3 years, 6 months ago
Andrew Sheets: Falling Expectations for Global Equities
Episode 808
As our outlook for global equities becomes more cautious, what is influencing the move and what should investors watch as the story develops?
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3 years, 6 months ago
Daniel Blake: The End of an Era for Japan
Episode 807
Next month the leadership of the Bank of Japan will change hands, so what policy shifts might be in store and what does this imply for markets?
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3 years, 6 months ago
Michael Zezas: Understanding the Impact of Elections
Episode 806
As potential candidates begin to announce their presidential campaigns, is it time to start considering how the 2024 race will drive markets?
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3 years, 6 months ago
U.S. Consumer: What’s Coming for Spending in 2023?
Episode 805
Though U.S. consumer spending was surprisingly robust in 2022, this poses both new and continuing challenges as households draw down their excess sav…
3 years, 6 months ago
Seth Carpenter: Can Inflation Continue To Come Down?
Episode 804
Inflation was a key topic in a recent meeting at the Brookings Institution. While it has trended downward recently, the details are critical to track…
3 years, 6 months ago
Andrew Sheets: The Complexities of Market Risk
Episode 803
While the risk of economic contraction has lessened in a few regions, is the story of recession and market risk being oversimplified?
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3 years, 6 months ago
Vishy Tirupattur: A Change in Fed Policy Expectations
Episode 802
With the latest U.S. employment report showing unexpected resilience in the labor market, what happens now for the Fed and the policy tightening cycl…
3 years, 6 months ago
Michael Zezas: The State of U.S. Policy
Episode 801
Following last night’s State of the Union Address by President Biden, what are some signals from the speech that investors should consider?
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3 years, 6 months ago
Latin America Economy: The Possibility of Opportunity in 2023
Episode 800
As the outlook for 2023 shows emerging markets looking better positioned than developed markets, how is Latin America faring in this more optimistic …
3 years, 6 months ago