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Listen Show PodCast
A Contrarian Call on Europe
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Will Fed Cuts Drive Stocks Higher?
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Sentiment Check on Tech
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What the Weak Jobs Report Means For Markets
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The Fed Cut Playbook
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Still Bullish on Big Tech
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“Stocks Are Still Very Undervalued”
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Will the dollar keep dropping?
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Global income plays
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The three top equity market themes
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Climbing the “wall of worry”
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European opportunities
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Staying long US assets
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“This is what people were hoping for”
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Why emerging markets could keep rallying
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Fade the S&P 500 rally?
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Why tech stocks could keep rallying
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“Long stocks, short bonds”
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Time to buy bonds?
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“The most attractive hedge”
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Opportunities amidst historic volatility
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Tariffs could spark “a new rotation” in US equities
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Can US equities rally again?
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Bonds or stocks: The 2025 income play
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“The US is still the place to be”
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Buy the dip in US equities?
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Is the US consumer in trouble?
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Why gold could rise even higher
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The 1982 playbook
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Finding opportunities in a “trickier” market
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Markets make sense of the Fed
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The key US equity theme for 2025
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The perfect setup for US stocks?
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What the huge jobs number means for investors
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Why US stocks could keep rising in 2025
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“US exceptionalism all over again”
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What Black Friday numbers say about the US consumer
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What’s the next tech trade?
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Why a “Santa Rally” may be ahead
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Is the Trump trade just getting started?
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“A great time to buy bonds”
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Will earnings boost US stocks?
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The new equity opportunities
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The biggest opportunities in US credit markets
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Does the China rally have legs?
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Is the US consumer still strong?
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“The Fed’s got your back”: What the rate cut means for investors
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Can the US rally get back on track?
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What the jobs report means for markets
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The case for a tech comeback
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“A solid buying opportunity”: Making sense of the market shakeout
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What Fed cuts will mean for markets
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Is the big tech trade over?
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Divergence watch: ECB decision and central banks’ policy paths
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Inflation cools, election heats up
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Markets at midyear: AI & elections in focus
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What could drive the S&P 500 even higher?
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Are markets overreacting to inflation data?
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Is India still attractive for investors?
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Consumer stocks: Finding the winners
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Why copper is hitting record highs
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A market friendly data print— for now
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Why big tech's earnings reveal a "bifurcated market"
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Currencies, rates, and a volatile yen
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Why investors should “expect the chop to continue”
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Does the market need rate cuts?
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Turning tail risks into tailwinds
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How investors are managing rising volatility
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Why Today's IPO Market May Surprise You
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How markets are responding to central bank moves
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What tech investors are looking for now
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Breaking down the record highs
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Growth shocks, not just inflation, to be a primary driver of markets
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Can tech continue to power equities to new highs?
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Hedge Fund Outlook for 2024
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Regional banks back in focus on real estate concerns
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How geopolitical instability is affecting markets
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Can tech continue to dominate the markets?
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Market takeaways from 2024’s World Economic Forum
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What the latest inflation data means for markets, the Fed, and investors’ portfolios
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What's ahead for tech stock valuations?
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As the Fed stays put, markets bet on timing of rate cuts
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Why markets will be living in a strong US dollar world
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How are investors approaching today’s market strength?
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What are retail earnings and CPI telling us about the US consumer?
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Are emerging markets due for a comeback?
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What the BoJ’s latest move means for global yields
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What big tech's earnings can tell us about AI, rates and future volatility
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What the volatile bond market means for investors
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The market’s rate expectations
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A more ‘disciplined’ IPO market
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The fixed-income selloff: A new supply-demand dynamic?
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The impact of rising oil prices
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What we’re hearing from some of the world’s largest investors now
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Normalizing inflation: are ‘hard yards’ ahead?
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Are higher rates the new normal?
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What this week's CPI tells us about US economic health
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Why markets are in a period of 'normalization, not nirvana'
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What the Fed’s hike means for the S&P 500
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Why the Nasdaq 100’s rebalancing matters for investors
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