Thoughts on the Market

1317 Episodes

1. Special Episode: Digging Deeper into the Delta Variant

   Published: 29/07/2021
2. Michael Zezas: U.S. Infrastructure - Deal or No Deal?

   Published: 28/07/2021
3. Mike Wilson: The Last Phase of Mid-Cycle

   Published: 27/07/2021
4. Chetan Ahya: Will a Debt Hangover Hamper Recovery?

   Published: 26/07/2021
5. Michael Zezas: The Debt Ceiling - Here We Go Again?

   Published: 23/07/2021
6. Special Episode: So How Healthy Is the U.S. Consumer?

   Published: 22/07/2021
7. Special Encore: Viruses, Variants and Vaccines - What’s Next?

   Published: 21/07/2021
8. Andrew Sheets: A Closer Look at Yesterday’s Market Drop

   Published: 20/07/2021
9. Special Episode: Bond Markets React to Delta Variant Worries

   Published: 19/07/2021
10. Andrew Sheets: The Complicated Portrait of Retail Investing

    Published: 16/07/2021
11. Jonathan Garner: 4 Concerns to Watch on Asia & EM Equities

    Published: 15/07/2021
12. Michael Zezas: The $4 Trillion-Dollar Question

    Published: 14/07/2021
13. Mike Wilson: Are U.S. Equities Markets Hunkering Down?

    Published: 13/07/2021
14. Graham Secker: Is the Best of Europe's Equities Run Behind Us?

    Published: 12/07/2021
15. Andrew Sheets: What's Driving Global Equities Markets?

    Published: 09/07/2021
16. Michael Zezas: Something Special in the Air for Investors?

    Published: 08/07/2021
17. Mike Wilson: Reopening Stocks Feel the Pinch

    Published: 07/07/2021
18. Special Episode: The Complex Outlook for U.S. Housing

    Published: 06/07/2021
19. Andrew Sheets: 2021 - A Look Back, a Look Forward

    Published: 02/07/2021
20. Chetan Ahya: Has the Tide Finally Turned on Wage Growth?

    Published: 01/07/2021