Thoughts on the Market

1317 Episodes

1. Mid-Year U.S. Dollar Outlook: An Important Driver for Returns

   Published: 23/06/2023
2. Mid-Year U.S. Economic Outlook: Will the Fed Continue to Hike?

   Published: 22/06/2023
3. Mid-Year Global Oil Outlook: Neutral or Constructive?

   Published: 21/06/2023
4. Mid-Year Macro Markets Outlook: Slow Growth and Sticky Inflation

   Published: 21/06/2023
5. Fixed Income: A Sweet Spot for Munis

   Published: 16/06/2023
6. Asia’s Economy Outlook: Recovery Picking Up Steam

   Published: 15/06/2023
7. Andrew Sheets: Will Markets Stay Resilient?

   Published: 14/06/2023
8. European Equities Outlook: Short-Term Pain, Long-Term Gain

   Published: 13/06/2023
9. Mike Wilson: A Historically Concentrated Market

   Published: 12/06/2023
10. Mid-Year Strategy Outlook: Risk/Reward in Currency and Commodities

    Published: 9/06/2023
11. Mid-Year Economic Outlook: A Dichotomy Worth Watching

    Published: 8/06/2023
12. Michael Zezas: After the Debt Ceiling, What’s Next?

    Published: 7/06/2023
13. Mid-Year U.S. Consumer Outlook: Spending, Savings and Travel

    Published: 6/06/2023
14. Mike Wilson: Earnings Cycle Still Running Short and Hot

    Published: 5/06/2023
15. Special Encore: Erik Woodring: Are PCs on the Rebound?

    Published: 2/06/2023
16. Adam Jonas: The Inconvenient Truths About EV Batteries

    Published: 1/06/2023
17. Michael Zezas: A Step Forward in the Debt-Ceiling Debate

    Published: 31/05/2023
18. Seth Carpenter: Government Bonds and the Debt Ceiling

    Published: 30/05/2023
19. Andrew Sheets: Unresolved Questions Create Market Uncertainty

    Published: 26/05/2023
20. Jonathan Garner: Japan’s Equities Continue to Rally

    Published: 25/05/2023