Thoughts on the Market

1317 Episodes

1. Andrew Sheets: The Great Debate on Rates

   Published: 05/03/2021
2. Special Episode: U.S. Home Prices - Is This Time Different?

   Published: 04/03/2021
3. Michael Zezas: 3 Potential Impacts of “Build Back Better”

   Published: 03/03/2021
4. Vishy Tirupattur: Can We Get Real on Rates?

   Published: 02/03/2021
5. Mike Wilson: Positioning for Higher Interest Rates

   Published: 01/03/2021
6. Andrew Sheets: ‘Buy Low, Sell High’ May (Finally) Apply Again

   Published: 26/02/2021
7. Special Episode: The Texas Grid and the Future of Energy

   Published: 25/02/2021
8. Michael Zezas: A Reset for U.S.-Mexico Trade?

   Published: 24/02/2021
9. Ben Swinburne: Media Eyes the Great Reopening

   Published: 23/02/2021
10. Mike Wilson: An Eye on Bull Market Surprises

    Published: 22/02/2021
11. Andrew Sheets: The Risk of Rising Rates

    Published: 19/02/2021
12. Special Episode: Europe’s Economic Scarring Post-Pandemic

    Published: 18/02/2021
13. Michael Zezas: What’s Next for U.S.-China Trade?

    Published: 17/02/2021
14. Adam Jonas: Space - The Disruption of All Disruptions?

    Published: 16/02/2021
15. Andrew Sheets: With Gold, the Narrative Matters

    Published: 12/02/2021
16. COVID-19: Variants, Vaccines and the Road Ahead

    Published: 11/02/2021
17. Special Episode: The Debate over U.S. Fiscal Stimulus and Inflation

    Published: 10/02/2021
18. Chetan Ahya: The Fed, Stimulus and “The High-Pressure Economy”

    Published: 09/02/2021
19. Mike Wilson: Was January a Roadmap for 2021?

    Published: 08/02/2021
20. Andrew Sheets: Why U.S. Bond Yields Could Keep Rising

    Published: 05/02/2021