Thoughts on the Market

1317 Episoder

1. Michael Zezas: An Optimistic Look at Bonds

   Publisert: 13.4.2022
2. U.S. Housing: Supply, Demand, and the Yield Curve

   Publisert: 12.4.2022
3. Special Encore: Sheena Shah - Is Cryptocurrency Becoming Currency?

   Publisert: 12.4.2022
4. Andrew Sheets: A New Outlook on U.S. Bonds

   Publisert: 8.4.2022
5. Europe: Geopolitics and the ECB

   Publisert: 7.4.2022
6. Michael Zezas: Will Gas Prices Come Down?

   Publisert: 6.4.2022
7. Special Encore: The Fed - Learning From the Last Hiking Cycle

   Publisert: 5.4.2022
8. Mike Wilson: Revisiting the 2022 Outlook

   Publisert: 4.4.2022
9. Andrew Sheets: Markets Look to the Yield Curve

   Publisert: 1.4.2022
10. Sheena Shah: Is Cryptocurrency Becoming Currency?

    Publisert: 31.3.2022
11. The Fed: Learning From the Last Hiking Cycle

    Publisert: 30.3.2022
12. Energy: Oil, Gas and the Clean Energy Transition

    Publisert: 29.3.2022
13. Mike Wilson: Why Are Equity Risk Premiums So Low?

    Publisert: 28.3.2022
14. U.S. Economy: Tracking Rate Hike Implications

    Publisert: 25.3.2022
15. Matthew Hornbach: Easing Yield Curve Concerns

    Publisert: 24.3.2022
16. Michael Zezas: A Framework for ESG Growth in U.S.

    Publisert: 23.3.2022
17. Andrew Sheets: The Housing Inflation Puzzle

    Publisert: 22.3.2022
18. Mike Wilson: Late Cycle Signals

    Publisert: 21.3.2022
19. Andrew Sheets: The Fed has More Work to Do

    Publisert: 18.3.2022
20. James Lord: Will the U.S. Dollar Still Prevail?

    Publisert: 17.3.2022