Thoughts on the Market

1317 Episoder

1. Have Markets Hit Peak Optimism?

   Publisert: 24.1.2025
2. Big Debates: How Will M&A and IPOs Drive Markets in 2025?

   Publisert: 23.1.2025
3. Potential Economic Consequences of Trump’s Executive Orders

   Publisert: 22.1.2025
4. Asia Outlook 2025: Three Critical Themes

   Publisert: 21.1.2025
5. The Surge in Bond Yields Likely Doesn’t Present Risk – Yet

   Publisert: 17.1.2025
6. Should Drop in Fed Reserves Concern Investors?

   Publisert: 16.1.2025
7. Four Key Investment Themes for 2025

   Publisert: 15.1.2025
8. Finding Opportunity in AI’s Evolution

   Publisert: 14.1.2025
9. Big Debates: The State of the Energy Transition

   Publisert: 13.1.2025
10. Big Debates: The AI Evolution

    Publisert: 10.1.2025
11. 2025: Setting Expectations

    Publisert: 10.1.2025
12. Market Implications of Trump’s Agenda

    Publisert: 8.1.2025
13. What Could Shape the Global Economy in 2025

    Publisert: 7.1.2025
14. Will 2024’s Weak Finish Extend into the New Year?

    Publisert: 6.1.2025
15. Lessons to Take Into 2025

    Publisert: 3.1.2025
16. A Bumpy Road Ahead for Onshoring EVs

    Publisert: 2.1.2025
17. Special Encore: Will US Tariffs Drive Mexico Closer to China?

    Publisert: 31.12.2024
18. Special Encore: Uncertainty Surrounds 2025 U.S. Equities Outlook

    Publisert: 30.12.2024
19. Special Encore: A $10 Trillion Opportunity in US Reshoring

    Publisert: 27.12.2024
20. Special Encore: Housing, Currency Markets in Focus

    Publisert: 26.12.2024