Thoughts on the Market

1317 Episoder

1. Andrew Ruben: Can eCommerce Sustain its Uptrend?

   Publisert: 12.5.2022
2. Special Encore: Transportation - Untangling the Supply Chain

   Publisert: 11.5.2022
3. Michael Zezas: Supply Chains and the Course for Inflation

   Publisert: 10.5.2022
4. Energy: European Power Prices Continue to Climb

   Publisert: 9.5.2022
5. Andrew Sheets: Are Oil and Stock Prices Now Disconnected?

   Publisert: 6.5.2022
6. Labor: The Rise of the Multi-Earner Economy

   Publisert: 6.5.2022
7. Andrew Sheets: Having Rules to Follow Helps In Uncertain Times

   Publisert: 4.5.2022
8. Michael Zezas: What's Next for U.S./China Trade?

   Publisert: 3.5.2022
9. Credit: The ‘Income’ is Back in Fixed Income

   Publisert: 3.5.2022
10. Retail Investing, Pt. 2: ESG and Fixed Income

    Publisert: 29.4.2022
11. Retail Investing, Pt. 1: International Exposure

    Publisert: 28.4.2022
12. Michael Zezas: Legislation that Matters to Markets

    Publisert: 27.4.2022
13. Transportation: Untangling the Supply Chain

    Publisert: 26.4.2022
14. Mike Wilson: U.S. Stocks and the Oncoming Slowdown

    Publisert: 25.4.2022
15. Jonathan Garner: Looking for Alternatives to Emerging Markets

    Publisert: 22.4.2022
16. Andrew Sheets: Can Bonds Once Again Play Defense?

    Publisert: 21.4.2022
17. Graham Secker: A Cautious View on European Stocks

    Publisert: 20.4.2022
18. Robert Rosener: How U.S. Businesses See the Road Ahead

    Publisert: 20.4.2022
19. Mike Wilson: Inflation Drags on Forward Earnings

    Publisert: 19.4.2022
20. U.S. Economy: When to Worry About the Yield Curve

    Publisert: 15.4.2022