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Mike Wilson: Earnings Begin to Guide Lower
Episode 718
Last week stocks rallied quickly but dropped just as fast as markets continue to hope for a more dovish Fed, but will this 2-way risk continue as evi…
3 years, 10 months ago
Chetan Ahya: When Will China’s Economy Reopen?
Episode 717
While China’s policy objectives strive for common prosperity, the country’s strict COVID management poses risks to employment and income, so when mig…
3 years, 10 months ago
U.S. Housing: Are Home Prices Decelerating?
Episode 716
As month over month data begins to show a downturn in home prices, will overall price growth and sales begin to fall steeper than expected? Co-Heads …
3 years, 10 months ago
Michael Zezas: Shifting Global Supply Chains
Episode 715
As globalization slows and companies begin to nearshore their supply chains, investors may be wondering what the costs and benefits are of bringing m…
3 years, 10 months ago
Vishy Tirupattur: Can Corporate Credit Provide Shelter?
Episode 714
With investors becoming pervasively bearish on stocks and bonds in the face of a worsening growth outlook, can the U.S. investment grade credit marke…
3 years, 10 months ago
Mike Wilson: The Problem with the U.S. Dollar
Episode 713
With rates and currency markets experiencing increasing volatility, the state of global U.S. dollar supply has begun to force central bank moves, lea…
3 years, 10 months ago
Global Macro: Intervention & Inflation
Episode 712
Amidst increased volatility across credit, equity and FX markets, many investors this week are wondering, what is the path ahead for Fed intervention…
3 years, 10 months ago
Jonathan Garner: An Unusual Cycle for Asia and EM Equities
Episode 711
Asia and EM equities are on the verge of the longest bear market in their history, so what is the likelihood that a sharp fall in prices follows soon…
3 years, 10 months ago
Ellen Zentner: The Narrowing Path for a Soft Landing
Episode 710
As the Fed continues to increase their peak rate of interest, the path for a soft landing narrows, so what deflationary indicators need to show up in…
3 years, 10 months ago
Martijn Rats: Will Oil Prices Continue to Fall?
Episode 709
While the global oil market has seen a decrease in demand, supply issues are still prevalent, leaving investors to question where oil prices are head…
3 years, 11 months ago