Thoughts on the Market

1317 Episodes

1. Jonathan Garner: A Bullish Turn on Asia and Emerging Markets

   Published: 1/12/2022
2. Michael Zezas: What Will China’s Reopening Mean for the U.S.?

   Published: 30/11/2022
3. Stephen Byrd: A New Approach to ESG

   Published: 29/11/2022
4. 2023 European Outlook: Recession & Beyond

   Published: 28/11/2022
5. Michelle Weaver: A Very Different Holiday Shopping Season

   Published: 25/11/2022
6. Michael Zezas: Mixed News from the U.S./China Meeting

   Published: 23/11/2022
7. U.S. Outlook: What Are The Key Debates for 2023?

   Published: 22/11/2022
8. Mike Wilson: When Will Market Volatility Subside?

   Published: 21/11/2022
9. Robin Xing: China’s 20th Party Congress Commits to Growth

   Published: 18/11/2022
10. U.S. Housing: How Far Will the Market Fall?

    Published: 17/11/2022
11. 2023 Global Strategy Outlook: Big Shifts in Dynamics

    Published: 17/11/2022
12. 2023 Global Macro Outlook: A Different Kind of Year

    Published: 16/11/2022
13. Mike Wilson: Dealing With the Late Cycle Stage

    Published: 14/11/2022
14. Global Tech: What’s Next for EdTech?

    Published: 11/11/2022
15. Michael Zezas: The Midterm Elections’ Market Impact

    Published: 10/11/2022
16. Stephan Kessler: What Does the Future Hold for ESG Investing?

    Published: 9/11/2022
17. U.S. Media: Will Streaming Overtake Traditional Cable?

    Published: 8/11/2022
18. Mike Wilson: Is the U.S. Equity Rally Over?

    Published: 7/11/2022
19. Andrew Sheets: A Swing Towards Bonds?

    Published: 4/11/2022
20. Labor: Are People Returning to Work?

    Published: 3/11/2022