Thoughts on the Market
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Have Markets Hit Peak Optimism?
3 mins; January 24, 2025
Big Debates: How Will M&A and IPOs Drive Markets in 2025?
10 mins; January 23, 2025
Potential Economic Consequences of Trump’s Executive Orders
3 mins; January 22, 2025
Asia Outlook 2025: Three Critical Themes
4 mins; January 21, 2025
The Surge in Bond Yields Likely Doesn’t Present Risk – Yet
4 mins; January 17, 2025
Should Drop in Fed Reserves Concern Investors?
6 mins; January 16, 2025
Four Key Investment Themes for 2025
5 mins; January 15, 2025
Finding Opportunity in AI’s Evolution
5 mins; January 14, 2025
Big Debates: The State of the Energy Transition
13 mins; January 13, 2025
Big Debates: The AI Evolution
9 mins; January 10, 2025
2025: Setting Expectations
3 mins; January 09, 2025
Market Implications of Trump’s Agenda
4 mins; January 08, 2025
What Could Shape the Global Economy in 2025
5 mins; January 07, 2025
Will 2024’s Weak Finish Extend into the New Year?
4 mins; January 06, 2025
Lessons to Take Into 2025
4 mins; January 03, 2025
A Bumpy Road Ahead for Onshoring EVs
4 mins; January 02, 2025
Special Encore: Will US Tariffs Drive Mexico Closer to China?
9 mins; December 31, 2024
Special Encore: Uncertainty Surrounds 2025 U.S. Equities Outlook
11 mins; December 30, 2024
Special Encore: A $10 Trillion Opportunity in US Reshoring
3 mins; December 27, 2024
Special Encore: Housing, Currency Markets in Focus
12 mins; December 26, 2024
Special Encore: What’s Ahead for Markets in 2025?
10 mins; December 24, 2024
The Many Potential Policy Paths of Trump’s Second Term
6 mins; December 23, 2024
More Talk, Less Action Could Be Good for Credit Markets
4 mins; December 20, 2024
Fed Signals Inflation Fight Isn’t Over
9 mins; December 19, 2024
Banking on Deregulation
3 mins; December 18, 2024
The Calm Before the Storm?
4 mins; December 17, 2024
How Investors Can Best Position for 2025
4 mins; December 16, 2024
Why the Airline Industry Could Take Off in 2025
3 mins; December 13, 2024
Could Private-Label Products Transform Retail?
4 mins; December 12, 2024
What Could Go Wrong for Corporate Credit?
4 mins; December 11, 2024
How Equity Markets Are Feeling About 2025
4 mins; December 10, 2024
How AI Is Revolutionizing Healthcare
12 mins; December 09, 2024
A Very Merry Start to U.S. Holiday Shopping
9 mins; December 06, 2024
AI as a Second Set of Eyes
3 mins; December 05, 2024
What Investors Should Know About Trump’s Tariffs
3 mins; December 04, 2024
Private vs. Public Credit Competition Intensifies
6 mins; December 03, 2024
Will 2025 Be a Turning Point for Credit?
3 mins; December 02, 2024
Special Encore: The Beginning of an M&A Boom?
3 mins; November 29, 2024
Special Encore: How Young People Think About Money
4 mins; November 27, 2024
Uncertainty Surrounds 2025 U.S. Equities Outlook
11 mins; November 26, 2024
US Holiday Shoppers Spend More on Smaller Items
4 mins; November 25, 2024
Will US Tariffs Drive Mexico Closer to China?
9 mins; November 22, 2024
Is This the Future of Clean Energy Under Trump 2.0?
7 mins; November 21, 2024
Is Clean Power at a Tipping Point in Asia?
3 mins; November 20, 2024
Global Outlook: Housing, Currency Markets in Focus
12 mins; November 19, 2024
Global Outlook: What’s Ahead for Markets in 2025?
10 mins; November 18, 2024
The Beginning of an M&A Boom?
4 mins; November 15, 2024
Decoding Signals Following the US Election
2 mins; November 14, 2024
US Elections: Lessons From the UK
4 mins; November 13, 2024
Will Tariffs Dampen Asia’s Economic Growth?
3 mins; November 12, 2024
Pricing In the Likely Republican Sweep
4 mins; November 11, 2024
Investor Expectations After the US Election
3 mins; November 08, 2024
Taking the Pulse of the US Consumer
8 mins; November 07, 2024
After Trump Win, Where Do Markets Move from Here?
3 mins; November 06, 2024
Why Are Users and Investors Breaking Up with Online Dating?
3 mins; November 05, 2024
US Elections: Weighing the Options
14 mins; November 04, 2024
How Young People Think About Money
4 mins; November 01, 2024
A Global Credit Tour
4 mins; October 31, 2024
US Election: Waiting Out a Close Race
3 mins; October 30, 2024
The U.S. Election and Tax Policy
7 mins; October 29, 2024
Markets Uncertain Ahead of U.S. Election
5 mins; October 28, 2024
A $10 Trillion Opportunity in US Reshoring
3 mins; October 25, 2024
Retirement in the Age of Higher Life Expectancy
8 mins; October 24, 2024
Europe’s Demographic Dilemma
9 mins; October 23, 2024
Mind Meets Machine in Brain-Computer Interfaces
4 mins; October 22, 2024
What’s Boosting Cyclical Stocks?
3 mins; October 21, 2024
How the US Election Could Upset Credit Markets
4 mins; October 18, 2024
Could the US Election Reshape the Energy Sector?
7 mins; October 17, 2024
What Does The Fed Rate Cut Mean For Mortgages?
8 mins; October 16, 2024
South Korea’s ‘Super-Aging’ Challenge
4 mins; October 15, 2024
Markets Spin Toward Cyclicals
4 mins; October 14, 2024
US Economy: What Could Go Wrong
12 mins; October 11, 2024
How Safe is AI?
4 mins; October 10, 2024
US Elections: The Outlook For Asia
5 mins; October 09, 2024
Economics Roundtable: US Election And Tariffs
6 mins; October 08, 2024
Economics Roundtable: Central Banks Turn the Corner
10 mins; October 07, 2024
Why the Fed’s Next Move May Matter Less
3 mins; October 04, 2024
Can China’s Stimulus Shift Its Economy?
8 mins; October 03, 2024
What Could the Dockworkers’ Strike Mean for Growth and Inflation?
5 mins; October 02, 2024
The Potential Domino Effect of US Tariffs
10 mins; October 01, 2024
The Impact of Central Bank Pivots
4 mins; September 30, 2024
Keeping the Faith For A Soft Landing
4 mins; September 27, 2024
How Long Until Consumers Feel Rate Cut Benefits?
4 mins; September 26, 2024
US Election: The Wait for Clarity
2 mins; September 25, 2024
One Rate Cut, Many Effects
4 mins; September 24, 2024
As the Fed Recalibrates, What’s Ahead for Central Banks?
5 mins; September 23, 2024
Mexico Judicial Reforms Spark Investor Concern
3 mins; September 20, 2024
Industrials Outlook ‘Better Than Feared’
8 mins; September 19, 2024
Presidential Debate Targets Perceptions Over Policy
3 mins; September 18, 2024
US Elections: The Politics of Healthcare
4 mins; September 17, 2024
Markets Readying for a Rate Cut
4 mins; September 16, 2024
Bank of Japan’s Role in Market Volatility
6 mins; September 13, 2024
Corporate Credit at a Crossroads?
3 mins; September 12, 2024
Uneven Recovery in Commercial Real Estate
4 mins; September 11, 2024
Trading Spaces: Millennials vs. Boomers
10 mins; September 10, 2024
Shaky Labor Data Pressures Equity Markets
4 mins; September 09, 2024
Balance Sheets Remain Resilient Despite Slowing U.S. Growth
4 mins; September 06, 2024
Global Energy Markets and the US Election
9 mins; September 05, 2024
US Election: A Game Of Inches
3 mins; September 04, 2024
Wallets Wide Open For GenAI
4 mins; September 03, 2024