Thoughts on the Market

1317 Episodes

1. Three Reasons the U.S. Consumer Outlook Remains Strong

   Published: 12/02/2024
2. Rooting for a Positive Rate of Change

   Published: 9/02/2024
3. Trends in the 2024 Credit Landscape

   Published: 8/02/2024
4. Which Geopolitical Events Matter Most to Investors

   Published: 7/02/2024
5. What Japan Can Teach the World About Longevity

   Published: 7/02/2024
6. A Longer Wait for Rate Cuts?

   Published: 5/02/2024
7. Is the Housing Market Back?

   Published: 2/02/2024
8. How Longevity Is Influencing Consumer Spending

   Published: 1/02/2024
9. Is M&A Ready to Bounce Back?

   Published: 1/02/2024
10. Markets Are Ready for More Bonds

    Published: 30/01/2024
11. Opportunities in Corporate Credit for 2024

    Published: 30/01/2024
12. Why It’s Time to Be Bullish on European Equities

    Published: 26/01/2024
13. Will the U.S. Presidential Election Change Fed Policy?

    Published: 25/01/2024
14. What Matters Most to Markets in the U.S. Election

    Published: 24/01/2024
15. Taking the Long View

    Published: 23/01/2024
16. Chasing the End of the Economic Cycle

    Published: 22/01/2024
17. Special Encore: Andrew Sheets: Why 2024 Is Off to a Rocky Start

    Published: 20/01/2024
18. Mexico Nearshoring Keeps Going Strong

    Published: 18/01/2024
19. Three Investment Themes for 2024 and Beyond

    Published: 17/01/2024
20. The Growth Outlook for China’s Tech Sector

    Published: 16/01/2024