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Episode | Date |
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Why US stocks could keep rising in 2025
|
Dec 20, 2024 |
“US exceptionalism all over again”
|
Dec 13, 2024 |
What Black Friday numbers say about the US consumer
|
Dec 06, 2024 |
What’s the next tech trade?
|
Nov 22, 2024 |
Why a “Santa Rally” may be ahead
|
Nov 15, 2024 |
Is the Trump trade just getting started?
|
Nov 08, 2024 |
“A great time to buy bonds”
|
Nov 01, 2024 |
Will earnings boost US stocks?
|
Oct 25, 2024 |
The new equity opportunities
|
Oct 18, 2024 |
The biggest opportunities in US credit markets
|
Oct 11, 2024 |
Does the China rally have legs?
|
Oct 04, 2024 |
Is the US consumer still strong?
|
Sep 27, 2024 |
“The Fed’s got your back”: What the rate cut means for investors
|
Sep 20, 2024 |
Can the US rally get back on track?
|
Sep 13, 2024 |
What the jobs report means for markets
|
Sep 06, 2024 |
The case for a tech comeback
|
Aug 16, 2024 |
“A solid buying opportunity”: Making sense of the market shakeout
|
Aug 09, 2024 |
What Fed cuts will mean for markets
|
Aug 02, 2024 |
Is the big tech trade over?
|
Jul 26, 2024 |
Divergence watch: ECB decision and central banks’ policy paths
|
Jul 19, 2024 |
Inflation cools, election heats up
|
Jul 12, 2024 |
Markets at midyear: AI & elections in focus
|
Jun 28, 2024 |
What could drive the S&P 500 even higher?
|
Jun 21, 2024 |
Are markets overreacting to inflation data?
|
Jun 14, 2024 |
Is India still attractive for investors?
|
Jun 07, 2024 |
Consumer stocks: Finding the winners
|
May 31, 2024 |
Why copper is hitting record highs
|
May 24, 2024 |
A market friendly data print— for now
|
May 17, 2024 |
Why big tech's earnings reveal a "bifurcated market"
|
May 10, 2024 |
Currencies, rates, and a volatile yen
|
May 03, 2024 |
Why investors should “expect the chop to continue”
|
Apr 26, 2024 |
Does the market need rate cuts?
|
Apr 19, 2024 |
Turning tail risks into tailwinds
|
Apr 12, 2024 |
How investors are managing rising volatility
|
Apr 05, 2024 |
Why Today's IPO Market May Surprise You
|
Mar 28, 2024 |
How markets are responding to central bank moves
|
Mar 22, 2024 |
What tech investors are looking for now
|
Mar 15, 2024 |
Breaking down the record highs
|
Mar 08, 2024 |
Growth shocks, not just inflation, to be a primary driver of markets
|
Mar 01, 2024 |
Can tech continue to power equities to new highs?
|
Feb 23, 2024 |
Hedge Fund Outlook for 2024
|
Feb 16, 2024 |
Regional banks back in focus on real estate concerns
|
Feb 09, 2024 |
How geopolitical instability is affecting markets
|
Feb 02, 2024 |
Can tech continue to dominate the markets?
|
Jan 26, 2024 |
Market takeaways from 2024’s World Economic Forum
|
Jan 19, 2024 |
What the latest inflation data means for markets, the Fed, and investors’ portfolios
|
Jan 12, 2024 |
What's ahead for tech stock valuations?
|
Jan 05, 2024 |
As the Fed stays put, markets bet on timing of rate cuts
|
Dec 15, 2023 |
Why markets will be living in a strong US dollar world
|
Dec 08, 2023 |
How are investors approaching today’s market strength?
|
Dec 01, 2023 |
What are retail earnings and CPI telling us about the US consumer?
|
Nov 17, 2023 |
Are emerging markets due for a comeback?
|
Nov 10, 2023 |
What the BoJ’s latest move means for global yields
|
Nov 03, 2023 |
What big tech's earnings can tell us about AI, rates and future volatility
|
Oct 27, 2023 |
What the volatile bond market means for investors
|
Oct 20, 2023 |
The market’s rate expectations
|
Oct 13, 2023 |
A more ‘disciplined’ IPO market
|
Oct 06, 2023 |
The fixed-income selloff: A new supply-demand dynamic?
|
Sep 29, 2023 |
The impact of rising oil prices
|
Sep 22, 2023 |
What we’re hearing from some of the world’s largest investors now
|
Sep 15, 2023 |
Normalizing inflation: are ‘hard yards’ ahead?
|
Sep 08, 2023 |
Are higher rates the new normal?
|
Aug 18, 2023 |
What this week's CPI tells us about US economic health
|
Aug 11, 2023 |
Why markets are in a period of 'normalization, not nirvana'
|
Aug 04, 2023 |
What the Fed’s hike means for the S&P 500
|
Jul 28, 2023 |
Why the Nasdaq 100’s rebalancing matters for investors
|
Jul 21, 2023 |
Are investors betting the worst is over for U.S. inflation?
|
Jul 14, 2023 |
How institutional investors are navigating market crosscurrents
|
Jul 07, 2023 |
Are there green shoots in the IPO market?
|
Jun 30, 2023 |
Can the global economy withstand higher interest rates?
|
Jun 23, 2023 |
What the Fed’s hawkish pause means for markets
|
Jun 16, 2023 |
Why the AI-driven tech rally has legs
|
Jun 09, 2023 |
What’s next for U.S. Treasuries
|
Jun 02, 2023 |
Are markets pricing in the potential of a default?
|
May 26, 2023 |
Why European stocks are beating US equities
|
May 19, 2023 |
Pricing in the probability of a recession
|
May 12, 2023 |
Fed rate hikes, banking stress & debt limit concerns
|
May 05, 2023 |
Volatility, Earnings, and European Equities
|
Apr 28, 2023 |
A ‘bulletproof’ stock market?
|
Apr 21, 2023 |