Thoughts on the Market

1317 Episodes

1. 2024 US Elections: Inflation’s Possible Paths

   Published: 10/04/2024
2. What is Driving Big Moves in the Oil Market?

   Published: 9/04/2024
3. Looking Back for the Future

   Published: 8/04/2024
4. A ‘Hot’ Summer for Oil?

   Published: 5/04/2024
5. The Threat to Clean Energy in the US

   Published: 4/04/2024
6. The Growing Importance of Where Data Lives

   Published: 3/04/2024
7. US Elections: Potential Implications for Businesses and Consumers

   Published: 2/04/2024
8. How Immigration’s Rise Could Boost Economic Growth

   Published: 1/04/2024
9. US Housing: Will Lower Fees Means Higher Sales?

   Published: 28/03/2024
10. Are Credit Scores Inflated?

    Published: 27/03/2024
11. Finding Late-Cycle Winners

    Published: 26/03/2024
12. The Evolution of Private Credit

    Published: 25/03/2024
13. Can ‘As Expected’ Still Give New Information?

    Published: 22/03/2024
14. European Financials: Why Confidence Has Returned

    Published: 21/03/2024
15. 2024 US Elections: Global Investors' Key Questions

    Published: 20/03/2024
16. Asia Equities: A Quarter of Dispersion

    Published: 19/03/2024
17. Finding the Equity Sweet Spot

    Published: 18/03/2024
18. Rate Cut Uncertainty

    Published: 15/03/2024
19. Economics Roundtable: Updating our 2024 Outlook

    Published: 14/03/2024
20. Revving Up the Speed of E-Commerce Delivery

    Published: 13/03/2024