Thoughts on the Market

1317 Episodes

1. Special Encore: Global Autos: Are China’s Electric Vehicles Reshaping the Market?

   Published: 21/08/2023
2. Andrew Sheets: The Positive Side of Higher Rates

   Published: 18/08/2023
3. Chetan Ahya: Can China Avoid a Lost Decade?

   Published: 17/08/2023
4. Michael Zezas: The Risks of a U.S. Government Shutdown

   Published: 16/08/2023
5. Jonathan Garner: A Bullish Turn for India

   Published: 15/08/2023
6. Mike Wilson: Fiscal Policy Continues to Drive U.S. Economic and Market Performance

   Published: 14/08/2023
7. U.S. Equities: Valuations Still Matter

   Published: 11/08/2023
8. Pharmaceuticals: The Investment Opportunity in Obesity Treatment

   Published: 10/08/2023
9. Michael Zezas: The Impact of New Investment Limitations in China

   Published: 9/08/2023
10. Social Investing: The Future of Sustainability

    Published: 8/08/2023
11. U.S Housing: U.S Housing Market Remains Tight for Buyers

    Published: 7/08/2023
12. Andrew Sheets: Why Are Rates Up and Stocks Down?

    Published: 4/08/2023
13. Ron Kamdem: ‘Bifurcation’ in Global Office Real Estate Markets

    Published: 3/08/2023
14. Michael Zezas: How Will the U.S. Credit Downgrade Affect Markets?

    Published: 3/08/2023
15. Vishy Tirupattur: Corporate Credit Risks Remain

    Published: 1/08/2023
16. Mike Wilson: A New Cyclical Upturn?

    Published: 31/07/2023
17. Andrew Sheets: Unexpected Behavior in Markets

    Published: 28/07/2023
18. Global Autos: Are China’s Electric Vehicles Reshaping the Market?

    Published: 27/07/2023
19. Michael Zezas: Elections and Their Influence on Markets

    Published: 26/07/2023
20. Mike Wilson: Expanding Valuations in Equity Markets

    Published: 25/07/2023