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Chetan Ahya: Why are Asia’s Exports Deflating?
Episode 692
As consumers around the globe scale back on goods spending, how are Asian export markets impacted and where might opportunities lie?
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3 years, 9 months ago
Serena Tang: Global Cross-Asset Risk Premiums
Episode 691
While markets wrestle with high inflation and recession worries, investors will want to keep an eye on the rise in risk premiums and the outlook for …
3 years, 9 months ago
Seth Carpenter: Is a Global Recession Upon Us?
Episode 690
Amid global shocks across supply, commodities and the U.S. Dollar, central banks continue to fight hard against inflation, leading many to wonder if …
3 years, 9 months ago
Mike Wilson: The Increasing Risks to Earnings
Episode 689
With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust…
3 years, 9 months ago
Andrew Sheets: Is Cash an Efficient Asset Allocation?
Episode 688
Though returns offered by cash have been historically bad over the last 10 years, the tide has begun to turn on cash yields and investors will want t…
3 years, 9 months ago
Martijn Rats: Rising Gas Prices and Shifting Oil Demand
Episode 687
This year has seen a sharp rally in the oil and gas markets, leading to high prices and a delicate balancing act for global supply and demand.
Import…
3 years, 9 months ago
Jonathan Garner: What's Next for Asia and Emerging Markets?
Episode 686
As Asia and EM equities continue to experience what may end up being the longest bear market in the history of the asset class, looking to past bear …
3 years, 9 months ago
U.S. Public Policy: The Inflation Reduction Act and Clean Energy
Episode 685
The Inflation Reduction Act represents the single biggest climate investment in U.S. history, so how will these provisions influence consumers' pocke…
3 years, 9 months ago
Mike Wilson: Will the Bear Market Rebound Last?
Episode 684
While stocks and bonds have rallied since June, investors should be asking if this bear market rebound is a sign that economic growth is on its way u…
3 years, 9 months ago
Simon Waever: Is an EM Debt Crisis Coming?
Episode 683
In the past two years Emerging Market sovereign debt has seen rising risks given increased borrowing, higher interest rates and a greater number of d…
3 years, 9 months ago