Thoughts on the Market

1317 Episoder

1. Michael Zezas: A False Choice for Energy Policy

   Publisert: 16.3.2022
2. Jonathan Garner: Commodities, Geopolitical Risk and Asia & EM Equities

   Publisert: 15.3.2022
3. Mike Wilson: Will Slowing Growth Alter the Fed’s Path?

   Publisert: 14.3.2022
4. Special Episode: Sanctions, Bonds and Currency Markets

   Publisert: 11.3.2022
5. Special Episode: Inflation, Energy and the U.S Consumer

   Publisert: 10.3.2022
6. Michael Zezas: The Macro Impacts of Oil Prices

   Publisert: 9.3.2022
7. Graham Secker: Stagflation Pressure Meets Pricing Power

   Publisert: 8.3.2022
8. Mike Wilson: A More Bearish View for 2022

   Publisert: 7.3.2022
9. Andrew Sheets: A Different Story for Global Markets

   Publisert: 4.3.2022
10. Special Episode: How Fed Policy Impacts Housing

    Publisert: 3.3.2022
11. Michael Zezas: Key Questions Amidst Geopolitical Tensions

    Publisert: 3.3.2022
12. Martijn Rats: Uncertainty for Oil and Gas

    Publisert: 2.3.2022
13. Vishy Tirupattur: Corporate Credit Faces New Challenges

    Publisert: 28.2.2022
14. Andrew Sheets: Geopolitics, Inflation and Central Banks

    Publisert: 26.2.2022
15. Special Episode: Changing Tides - Water Scarcity

    Publisert: 25.2.2022
16. Mike Wilson: The Prospect of a Continued Correction

    Publisert: 24.2.2022
17. Special Episode, Pt. 2: Inflation Around the World

    Publisert: 23.2.2022
18. Special Episode, Pt. 1: Two Kinds of Inflation

    Publisert: 18.2.2022
19. Special Episode: All Eyes on Ukraine

    Publisert: 17.2.2022
20. Special Encore: Consider the Muni Market

    Publisert: 16.2.2022