Thoughts on the Market

1317 Episodes

1. Kickstarting the U.S. Mining Industry

   Published: 19/09/2023
2. Seth Carpenter: The ECB, The Fed and Oil Prices

   Published: 18/09/2023
3. Thematic Research: How AI Can Transform Travel Booking

   Published: 15/09/2023
4. Martijn Rats: Why Energy Sector is Attractive Once Again

   Published: 14/09/2023
5. U.S Housing: The Impact of Raising Rates

   Published: 13/09/2023
6. Vishy Tirupattur: U.S. and China on Divergent Paths

   Published: 12/09/2023
7. Global Economy: Fall Outlook for Rates and the Economy

   Published: 11/09/2023
8. Andrew Sheets: A Murky Forecast for Equities and High-Yield Bonds

   Published: 8/09/2023
9. Stephen Byrd: Watch Out for El Niño

   Published: 7/09/2023
10. Michael Zezas: Congressional Return Raises Questions for Markets

    Published: 6/09/2023
11. Mike Wilson: Are Stocks Beginning to Question Economic Resiliency?

    Published: 5/09/2023
12. U.S. Consumer: How U.S. Consumers Are Shopping to Go Back to School

    Published: 1/09/2023
13. Daniel Blake: Japan’s Surge in GDP Growth

    Published: 31/08/2023
14. Energy: Are Europe’s Clean Energy Goals Realistic?

    Published: 30/08/2023
15. Seth Carpenter: The Global Implications of China’s Deflation

    Published: 29/08/2023
16. Vishy Tirupattur: Banking Regulations Could Reduce Available Credit

    Published: 28/08/2023
17. Andrew Sheets: Is the Fed Done Raising Rates?

    Published: 25/08/2023
18. Special: Access & Opportunity Podcast

    Published: 24/08/2023
19. Michael Zezas: What to Expect from Presidential Debates

    Published: 23/08/2023
20. Special Encore: Vishy Tirupattur: Corporate Credit Risks Remain

    Published: 22/08/2023