Thoughts on the Market

1317 Episoder

1. Special Episode: The Shifting Dynamics of Oil and Energy

   Publisert: 4.2.2021
2. Michael Zezas: A Possible Path for Pandemic Relief?

   Publisert: 3.2.2021
3. Shawn Kim: Asia Tech at the Dawn of a New Cycle

   Publisert: 2.2.2021
4. Mike Wilson: Why This Isn’t Dot-Com Bubble Redux

   Publisert: 1.2.2021
5. Andrew Sheets: The Short-selling Drama - Sideshow or Main Event?

   Publisert: 29.1.2021
6. Special Episode: Where is Consumer Spending Trending?

   Publisert: 28.1.2021
7. Michael Zezas: U.S. Stimulus Twists and Turns

   Publisert: 27.1.2021
8. Mike Wilson: An Overexuberant Bull?

   Publisert: 26.1.2021
9. Special Episode: U.S. Housing and Credit Outlook 2021

   Publisert: 22.1.2021
10. Andrew Sheets: The Case for Optimism in 2021

    Publisert: 21.1.2021
11. Michael Zezas: 3 U.S. Policy Forecasts… and a Wild Card

    Publisert: 20.1.2021
12. Mike Wilson: Time to Leave the Pack Behind?

    Publisert: 19.1.2021
13. Special Episode: Rates and FX Markets Eye the U.S. Policy Path

    Publisert: 15.1.2021
14. Andrew Sheets: Rates and Inflation - Moving for the Right Reasons?

    Publisert: 14.1.2021
15. Adam Virgadamo: 5 Equities Investment Themes for 2021

    Publisert: 13.1.2021
16. Reza Moghadam: High Noon at the ECB Corral

    Publisert: 12.1.2021
17. Mike Wilson: So… What Isn’t Priced-In?

    Publisert: 11.1.2021
18. Special Episode: Are the Clouds Clearing for European Equities?

    Publisert: 8.1.2021
19. Andrew Sheets: Three Implications of the “Blue Wave”

    Publisert: 7.1.2021
20. Michael Zezas: Georgia Changes the Game

    Publisert: 7.1.2021