Thoughts on the Market
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2024 US Elections: Inflation’s Possible Paths
11 mins; April 10, 2024
What is Driving Big Moves in the Oil Market?
2 mins; April 09, 2024
Looking Back for the Future
4 mins; April 08, 2024
A ‘Hot’ Summer for Oil?
3 mins; April 05, 2024
The Threat to Clean Energy in the US
4 mins; April 04, 2024
The Growing Importance of Where Data Lives
4 mins; April 03, 2024
U.S. Elections: Potential Implications for Businesses and Consumers
7 mins; April 02, 2024
How Immigration’s Rise Could Boost Economic Growth
3 mins; April 01, 2024
US Housing: Will Lower Fees Means Higher Sales?
5 mins; March 28, 2024
Are Credit Scores Inflated?
4 mins; March 27, 2024
Finding Late-Cycle Winners
4 mins; March 26, 2024
The Evolution of Private Credit
4 mins; March 25, 2024
Can ‘As Expected’ Still Give New Information?
3 mins; March 22, 2024
European Financials: Why Confidence Has Returned
8 mins; March 21, 2024
2024 US Elections: Global Investors' Key Questions
4 mins; March 20, 2024
Asia Equities: A Quarter of Dispersion
4 mins; March 19, 2024
Finding the Equity Sweet Spot
3 mins; March 18, 2024
Rate Cut Uncertainty
3 mins; March 15, 2024
Economics Roundtable: Updating our 2024 Outlook
12 mins; March 14, 2024
Revving Up the Speed of E-Commerce Delivery
4 mins; March 13, 2024
Where AI Is Advancing
7 mins; March 12, 2024
AI, Scale and Privacy
3 mins; March 11, 2024
M&A Rebound Ahead?
3 mins; March 08, 2024
Why European Data Centers Are Set for Major Growth
4 mins; March 07, 2024
Three Long-Term Trends by the Numbers
3 mins; March 06, 2024
How US Consumers Will Spend 2024 Tax Refunds
3 mins; March 05, 2024
Hedging in a Robust Equity Market
5 mins; March 04, 2024
The Predictive Power of PMIs
3 mins; March 01, 2024
Making Sense of Confusing Economic Data
3 mins; February 29, 2024
Should Investors Care About a Government Shutdown?
3 mins; February 28, 2024
Why Is the Price of Food Still Rising?
7 mins; February 27, 2024
The Gap Between Corporate Haves and Have-Nots
3 mins; February 26, 2024
Eyeing a Market of Many
3 mins; February 23, 2024
Behind the Rapid Growth of the Private Credit Market
6 mins; February 22, 2024
An Atlantic-Sized Divide in Monetary Policy
4 mins; February 21, 2024
Accelerating the Shift from AI Enablers to AI Adopters
3 mins; February 20, 2024
Commercial Real Estate's Uncertain Future
3 mins; February 16, 2024
What the U.S. Election Could Mean for NATO
2 mins; February 15, 2024
The Rising Risk of Global Trade Tensions for Asia
3 mins; February 14, 2024
Ripple Effects of the Red Sea Disruptions
9 mins; February 13, 2024
Three Reasons the U.S Consumer Outlook Remains Strong
2 mins; February 12, 2024
Rooting for a Positive Rate of Change
3 mins; February 09, 2024
Trends in the 2024 Credit Landscape
8 mins; February 08, 2024
Which Geopolitical Events Matter Most to Investors
3 mins; February 07, 2024
What Japan Can Teach the World About Longevity
9 mins; February 06, 2024
A Longer Wait for Rate Cuts?
4 mins; February 05, 2024
Is the Housing Market Back?
5 mins; February 02, 2024
How Longevity Is Influencing Consumer Spending
3 mins; February 01, 2024
Is M&A Ready to Bounce Back?
7 mins; January 31, 2024
Markets Are Ready for More Bonds
3 mins; January 30, 2024
Opportunities in Corporate Credit for 2024
9 mins; January 29, 2024
Why It’s Time to Be Bullish on European Equities
3 mins; January 26, 2024
Mexico Nearshoring Keeps Going Strong
3 mins; January 26, 2024
Will the U.S. Presidential Election Change Fed Policy?
6 mins; January 25, 2024
What Matters Most to Markets in the U.S. Election
2 mins; January 24, 2024
Taking the Long View
9 mins; January 23, 2024
Chasing the End of the Economic Cycle
4 mins; January 22, 2024
Special Encore: Andrew Sheets: Why 2024 Is Off to a Rocky Start
3 mins; January 19, 2024
Three Investment Themes for 2024 and Beyond
3 mins; January 17, 2024
The Growth Outlook for China’s Tech Sector
3 mins; January 16, 2024
What’s Next for Money Market Funds?
3 mins; January 12, 2024
The Path Ahead for Natural Gas and Shale
3 mins; January 11, 2024
Will Global Oil Markets Surprise In 2024?
3 mins; January 10, 2024
Are These Gen AI’s Next Big Winners?
3 mins; January 09, 2024
Will Anti-Obesity Drugs Disrupt the MedTech Industry?
3 mins; January 08, 2024
Andrew Sheets: Why 2024 Is Off to a Rocky Start
3 mins; January 05, 2024
Can Japanese Equities Rally in 2024?
3 mins; January 04, 2024
New Year, New Investment Themes?
5 mins; January 03, 2024
2024 U.S. Autos Outlook: Should Investors Be Concerned?
4 mins; January 02, 2024
End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2
10 mins; December 29, 2023
End-of-Year Encore: Macro Economy: The 2024 Outlook
8 mins; December 28, 2023
End-of-Year Encore: 2024 Asia Equities Outlook: India vs. China
4 mins; December 27, 2023
End-of-Year Encore: An Early Guide to the 2024 U.S. Elections
5 mins; December 26, 2023
Andrew Sheets: Credit Markets Take a Sunny View
3 mins; December 22, 2023
Will Falling Rates Mean Lower Home Prices?
3 mins; December 21, 2023
Michael Zezas: Why Geopolitics May Matter More in 2024
2 mins; December 20, 2023
Will the Fed’s Pivot Favor Bonds Over Equities?
6 mins; December 19, 2023
Mike Wilson: Does the U.S. Equity Rally Still Have Steam?
3 mins; December 18, 2023
Economic Roundtable: What’s in Store for ’24?
8 mins; December 15, 2023
Sustainability: Mixed Signals on Decarbonization After COP28
3 mins; December 14, 2023
Michael Zezas: The U.S. Election, Clean Energy and Healthcare
2 mins; December 13, 2023
2024 China Outlook: Can Growth Rebound?
8 mins; December 12, 2023
Mike Wilson: Could Bond Market Consolidation Weigh on U.S. Equities?
4 mins; December 11, 2023
David Adams: Contrarian Call on the U.S. Dollar
2 mins; December 08, 2023
2024 Asia Equities Outlook: India vs. China
4 mins; December 07, 2023
An Early Guide to the 2024 U.S. Elections
5 mins; December 06, 2023
2024 Asia Economics Outlook: Still Divergent?
3 mins; December 05, 2023
Mike Wilson: Are Markets Following the Right Playbook?
3 mins; December 04, 2023
Andrew Sheets: November’s Early Holiday Gift to Investors
2 mins; December 01, 2023
Pamela Kaufman: Anti-Obesity Meds Could Bite Into Food Sales
4 mins; November 30, 2023
Ravi Shanker: A New Golden Age of Travel Ahead?
3 mins; November 29, 2023
How Education Companies Can Benefit from AI
3 mins; November 28, 2023
Vishy Tirupattur: Debating the Outlook
4 mins; November 27, 2023
Special Encore: Matt Cost: How AI Could Disrupt Gaming
3 mins; November 24, 2023
Special Encore: US Economy: What Generative AI Means for the Labor Market
8 mins; November 22, 2023
U.S. Consumer: Mixed Holiday Spending Expectations
6 mins; November 21, 2023
Ed Stanley: The Cutting Edge of AI
3 mins; November 20, 2023
Ellen Zentner: 2024 U.S. Economic Outlook
3 mins; November 17, 2023
Serena Tang: The Return of the 60/40 Portfolio
4 mins; November 16, 2023
Special: What Should I Do With My Money?
3 mins; November 15, 2023