Thoughts on the Market

1317 Episodes

1. Macro Economy: The 2024 Outlook Part 2

   Published: 15/11/2023
2. Macro Economy: The 2024 Outlook

   Published: 14/11/2023
3. Andrew Sheets: Will the Bond Market Suffer from Tax-Loss Selling?

   Published: 10/11/2023
4. Ed Stanley: Weight Loss Drugs and the Global Economy

   Published: 9/11/2023
5. Michael Zezas: Are the Worst Bond Returns Behind Us?

   Published: 8/11/2023
6. Matt Cost: How AI Could Disrupt Gaming

   Published: 7/11/2023
7. Mike Wilson: Will the Equity Market Rally Last?

   Published: 6/11/2023
8. Andrew Sheets: Upgrades and Downgrades in Corporate Credit

   Published: 3/11/2023
9. US Economy: What Generative AI Means for the Labor Market

   Published: 2/11/2023
10. Michael Zezas: What the New U.S. Speaker Means for Markets

    Published: 1/11/2023
11. U.S. Housing: The Impact of High Mortgage Rates

    Published: 31/10/2023
12. Mike Wilson: 2023 Stock Market Comes Full Circle

    Published: 30/10/2023
13. Andrew Sheets: Optimism in Corporate Credit

    Published: 27/10/2023
14. Asia Equities: China’s Risk of a Debt Deflation Loop

    Published: 26/10/2023
15. Vishy Tirupattur: Implications of the Treasury Market Selloff

    Published: 25/10/2023
16. Matthew Hornbach: The Impact of Policy on Bond Markets

    Published: 24/10/2023
17. Mike Wilson: Are Earnings Expectations Too High?

    Published: 23/10/2023
18. Ellen Zentner: The Rise of the SHEconomy

    Published: 20/10/2023
19. Global Autos: Automotive’s Smartphone Moment

    Published: 19/10/2023
20. Michael Zezas: The Impact of Geopolitical Tension

    Published: 18/10/2023