Thoughts on the Market
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How the Oil Shock Is Reshaping Markets
5 mins; April 02, 2026
Oil Markets Ahead: Pricing In More Risk
12 mins; April 01, 2026
A New Test for Private Credit
9 mins; March 31, 2026
A Bull Market May Be Closer Than It Looks
4 mins; March 30, 2026
Inside Credit Market’s Issuance Boom and Private Lending Risks
11 mins; March 27, 2026
Why Fed Rate Cuts Could Be Pushed Back
11 mins; March 26, 2026
Can Government Action Tame Rising Energy Prices?
4 mins; March 25, 2026
Oil Markets Are Even Tighter Than They Appear
4 mins; March 24, 2026
Asia’s Energy Dependence Meets a Narrow Strait
3 mins; March 23, 2026
‘March Madness’ for Markets Too
4 mins; March 20, 2026
Europe’s Banks Navigate Uncertainty
4 mins; March 19, 2026
Oil Shock Hits the U.S. Consumer
8 mins; March 18, 2026
Japan’s Bull Market Takes Shape
5 mins; March 17, 2026
Is the Market Correction Ending?
4 mins; March 16, 2026
The Looming Bottleneck for Global Tech
4 mins; March 13, 2026
What Could Make U.S. Homes More Affordable
6 mins; March 12, 2026
The 20 million Barrels of Oil Conundrum
12 mins; March 11, 2026
Oil Rally Tests Diversification Strategy
5 mins; March 10, 2026
The Reasons for the Bull Market to Resume
5 mins; March 09, 2026
AI’s $3 Trillion Question: How to Pay the Bill?
14 mins; March 06, 2026
AI’s Tangible Wins and Disruption
12 mins; March 05, 2026
Pricing the Conflict With Iran
8 mins; March 04, 2026
Travel Becomes a New Growth Engine for China
4 mins; March 03, 2026
The Risks of Private Credit's Software Exposure
6 mins; March 02, 2026
AI as New Global Power?
13 mins; February 27, 2026
Oil Rallies on Fresh Uncertainty
4 mins; February 26, 2026
Special Encore: For Better or Warsh
12 mins; February 25, 2026
Why Stocks Keep Rising Despite AI Anxiety
4 mins; February 24, 2026
Global Trade in Flux: What’s Next After Tariff Ruling
7 mins; February 23, 2026
AI at Work: The Transformation Is Already Underway
4 mins; February 20, 2026
Could the U.S. Target a Weaker Dollar?
10 mins; February 19, 2026
The Political Cost of the AI Buildout
4 mins; February 18, 2026
A Novel Way to Shop Online
11 mins; February 17, 2026
Introducing Hard Lessons
2 mins; February 16, 2026
Why a Tariff Ruling Could Mean Consumer Relief
4 mins; February 13, 2026
Signs That Global Growth May Be Ahead
4 mins; February 12, 2026
The Future of North American Trade
4 mins; February 11, 2026
A Thematic Look at Market Volatility
10 mins; February 10, 2026
Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios
4 mins; February 09, 2026
For Better or Warsh
12 mins; February 06, 2026
The Fed’s Course Under a New Chair
11 mins; February 05, 2026
Affordability Takes Center Stage in U.S. Policy
6 mins; February 04, 2026
A New Playbook for Equity Investors
14 mins; February 03, 2026
New Fed Chair, New Market Signals
5 mins; February 02, 2026
Why Markets Should Keep Running Hot
3 mins; January 30, 2026
Special Encore: What’s Driving European Stocks in 2026
11 mins; January 29, 2026
The Stakes of Another Government Shutdown
4 mins; January 28, 2026
A Rebound for Hong Kong’s Property Market
4 mins; January 27, 2026
Four Key Themes Shaping Markets in 2026
4 mins; January 26, 2026
How Consumers, CapEx and Fiscal Policy Are Driving Growth
15 mins; January 23, 2026
Mapping Global Central Bank Paths
12 mins; January 22, 2026
Pricing in Trump’s Speech at Davos
8 mins; January 21, 2026
Housing Market: Limited Impact from Policy
7 mins; January 20, 2026
What’s Driving European Stocks in 2026
11 mins; January 16, 2026
The Boost From Easing Market Rules
4 mins; January 15, 2026
The Case for India’s Market Comeback
4 mins; January 14, 2026
Will U.S. Manufacturing See a 2026 Boom?
10 mins; January 13, 2026
Why Markets Stay Steady Amid Venezuela Developments
4 mins; January 12, 2026
Signals Align for a Growth Cycle
3 mins; January 09, 2026
Driverless Cars Take the Fast Lane
10 mins; January 08, 2026
A Revolution in Credit Markets
11 mins; January 07, 2026
How Venezuela Events Could Affect Markets and Policy
5 mins; January 06, 2026
The Bullish Signals That Investors Overlook
5 mins; January 05, 2026
Bigger Tax Refunds Likely to Power the Economy
3 mins; January 02, 2026
Special Encore: What’s Driving U.S. Growth in 2026
7 mins; December 31, 2025
Special Encore: Investors’ Top Questions for 2026
11 mins; December 30, 2025
Special Encore: Who’s Disrupting — and Funding — the AI Boom
14 mins; December 29, 2025
Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
6 mins; December 26, 2025
Special Encore: 2026 Global Outlook: Slower Growth and Inflation
10 mins; December 24, 2025
Will the Data Center Boom Impact Your Wallet?
10 mins; December 23, 2025
Rebalancing Portfolios as Risk Premiums Drop
5 mins; December 22, 2025
How Will Credit Markets Fare in 2026?
8 mins; December 19, 2025
How to Navigate a High Inflation Regime
11 mins; December 18, 2025
U.S. Policy Breaks Past Peak Uncertainty
10 mins; December 17, 2025
Where Investors Agree—or Don’t—With Our 2026 Outlook
5 mins; December 16, 2025
Why Market Stability Matters to the Fed
4 mins; December 15, 2025
Is the Credit Cycle Overheating?
5 mins; December 12, 2025
Fed’s Next Steps and Markets’ Reactions
12 mins; December 11, 2025
Asia’s Economy and Markets in 2026
8 mins; December 10, 2025
The Outlook for European Stocks in 2026
11 mins; December 09, 2025
Stocks in 2026: What’s Next for Retail Investors
13 mins; December 08, 2025
AI Rewrites the Retail Playbook
13 mins; December 05, 2025
Trends and Challenges for Consumers in 2026
11 mins; December 04, 2025
Investors’ Top Questions for 2026
10 mins; December 03, 2025
AI Sparks New Economics for Electricity
4 mins; December 02, 2025
Home Affordability Still Under Pressure
8 mins; December 01, 2025
Special Encore: How Japan’s Stablecoin Could Reshape Global Finance
5 mins; November 28, 2025
Special Encore: An Unprecedented Wave of Inheritances Is Coming
3 mins; November 26, 2025
What’s Driving U.S. Growth in 2026
6 mins; November 25, 2025
Bull Market Keeps an Eye on the Fed
4 mins; November 24, 2025
AI Capex Boom Puts Credit Markets to the Test
4 mins; November 21, 2025
2026 Global Outlook: Micro Themes Take the Spotlight
4 mins; November 20, 2025
2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
5 mins; November 19, 2025
2026 Global Outlook: A Strong Year for Risk Assets
10 mins; November 18, 2025
2026 Global Outlook: Slower Growth and Inflation
10 mins; November 17, 2025
2026 Midterm Elections: What’s at Stake for Markets
3 mins; November 14, 2025
Who’s Disrupting — and Funding — the AI Boom
15 mins; November 13, 2025
Europe in the Global AI Race
11 mins; November 12, 2025
Crypto Goes Mainstream
10 mins; November 11, 2025
Relief and Volatility Ahead for U.S. Stocks
4 mins; November 10, 2025