Thoughts on the Market

1317 Episodes

1. U.S. Housing: Will Housing Prices Continue to Rise?

   Published: 7/09/2022
2. Mike Wilson: Preparing for an Icy Winter

   Published: 6/09/2022
3. Andrew Sheets: The State of Play in Markets Globally

   Published: 2/09/2022
4. Chetan Ahya: Why are Asia’s Exports Deflating?

   Published: 1/09/2022
5. Serena Tang: Global Cross-Asset Risk Premiums

   Published: 31/08/2022
6. Seth Carpenter: Is a Global Recession Upon Us?

   Published: 30/08/2022
7. Mike Wilson: The Increasing Risks to Earnings

   Published: 29/08/2022
8. Andrew Sheets: Is Cash an Efficient Asset Allocation?

   Published: 26/08/2022
9. Martijn Rats: Rising Gas Prices and Shifting Oil Demand

   Published: 25/08/2022
10. Jonathan Garner: What's Next for Asia and Emerging Markets?

    Published: 24/08/2022
11. U.S. Public Policy: The Inflation Reduction Act and Clean Energy

    Published: 23/08/2022
12. Mike Wilson: Will the Bear Market Rebound Last?

    Published: 22/08/2022
13. Simon Waever: Is an EM Debt Crisis Coming?

    Published: 19/08/2022
14. U.S. Public Policy: Tax Provisions in the Inflation Reduction Act

    Published: 18/08/2022
15. Allocation, Pt. 2: The Value in Diversification

    Published: 17/08/2022
16. Allocation, Pt. 1: Stock & Bond Correlation Shifts

    Published: 16/08/2022
17. Ellen Zentner: Cooling Inflation and Shifting Labor Trends

    Published: 15/08/2022
18. Consumer Spending: Have Consumers Begun to Trade Down?

    Published: 12/08/2022
19. Sheena Shah: When will Crypto Prices Find a Bottom?

    Published: 11/08/2022
20. U.S. Public Policy: Will the Inflation Reduction Act Actually Reduce Inflation?

    Published: 10/08/2022