Thoughts on the Market

1317 Episodes

1. Special Episode: U.S. Infrastructure - What’s in the Price?

   Published: 30/06/2021
2. Special Episode: The Red-Hot Return of Business Investment

   Published: 29/06/2021
3. Mike Wilson: A Growing Economy Leads to New Questions

   Published: 28/06/2021
4. Special Episode, Part 2: Viruses, Variants and Vaccines

   Published: 25/06/2021
5. Special Episode: Viruses, Variants and Vaccines - What’s Next?

   Published: 25/06/2021
6. Robin Xing: Is China's Recovery Losing Momentum?

   Published: 23/06/2021
7. Special Episode: The Fed Is Talking Taper… But When?

   Published: 23/06/2021
8. Mike Wilson: When Is a “Surprise” Not Surprising?

   Published: 21/06/2021
9. Special Encore: The Red Hot Capex Cycle

   Published: 18/06/2021
10. Andrew Sheets: Markets 2021 - Using Past as Prologue

    Published: 17/06/2021
11. Michael Zezas: For Infrastructure, Go Big or Go Bipartisan?

    Published: 16/06/2021
12. Graham Secker: European Equities Take a Turn Toward the Micro

    Published: 15/06/2021
13. Mike Wilson: A View from the Peak?

    Published: 14/06/2021
14. Andrew Sheets: Markets Shrug at “High” Inflation

    Published: 11/06/2021
15. Reza Moghadam: What Happens When the Euro Goes Digital?

    Published: 10/06/2021
16. Michael Zezas: Preparing to Disconnect

    Published: 10/06/2021
17. Special Episode: What to Do When Everything is Rich

    Published: 08/06/2021
18. Mike Wilson: More Data Doesn’t Always Mean More Certainty

    Published: 08/06/2021
19. Andrew Sheets: The Fed’s Fascinating Dilemma

    Published: 05/06/2021
20. Mid-Year Commodities Outlook: Risks Ahead?

    Published: 03/06/2021