Thoughts on the Market

1317 Episodes

1. Michael Zezas: Two Potential Catalysts to Watch for Fall Volatility

   Published: 23/09/2021
2. Special Episode: How Will China Manage the Housing Downturn?

   Published: 22/09/2021
3. Special Episode: Unpacking Climate Action in Congress

   Published: 21/09/2021
4. Mike Wilson: The Final Chapter of the Mid-Cycle Transition?

   Published: 20/09/2021
5. Special Episode: Untangling Global Spikes in Commodity Prices

   Published: 17/09/2021
6. Special Encore: A Good Time to Borrow?

   Published: 16/09/2021
7. Michael Zezas: What’s on Tap for U.S. Taxes?

   Published: 15/09/2021
8. Graham Secker: Re-engaging with Cyclical Value in Europe

   Published: 14/09/2021
9. Mike Wilson: Keeping an Eye on Earnings Estimates

   Published: 13/09/2021
10. Andrew Sheets: Are Clouds Gathering for U.S. Equities?

    Published: 10/09/2021
11. Michael Zezas: Season of Confusion in D.C.?

    Published: 09/09/2021
12. Jonathan Garner: Rising Risks for Taiwan Equities

    Published: 09/09/2021
13. Ellen Zentner: Keep Calm and Taper On?

    Published: 08/09/2021
14. Special Encore: So, What’s the Story?

    Published: 07/09/2021
15. Special Encore: Never a Dull Moment in the Political Economy?

    Published: 03/09/2021
16. Andrew Sheets: Autumn Days Are Here Again

    Published: 02/09/2021
17. Special Episode: The Curious Case of Norway, EVs and Oil

    Published: 01/09/2021
18. Matt Hornbach: Treasuries, Tapering and Tightening

    Published: 31/08/2021
19. Mike Wilson: So, What’s the Story?

    Published: 30/08/2021
20. Andrew Sheets: Singapore Offers an Alternative to U.S. Equities

    Published: 27/08/2021