Category: Thoughts on the Market

Consumer saving is up, way up. But whether investors put this money into the markets may have more to do with how much wealth is already in play.…

Last week, over 130 countries announced an agreement to overhaul international tax rules. The changes may seem high-level, but should investors pay closer attention? —– Transcript —– Michael…

With supply chain delays in air, ocean and trucking on the minds of investors worldwide, what could it mean for the labor market and consumers headed into the…

Investors appear nervous about the economic outlook as 3rd quarter earnings season approaches. Are stagflation concerns justified… or perhaps overdone? —– Transcript —– Welcome to Thoughts on the Market.…

As the weather chills and we head towards the end of the mid-cycle transition, the S&P 500 continues to avoid a correction. How long until equities markets cool…

Investor worries over growth and inflation have revived the term stagflation—but with growth indicators historically solid, is it an accurate description? —– Transcript —– Welcome to Thoughts on…

Affordability pressures continue to mount as housing supply tightens. How long will home prices continue setting records and what could it mean for credit availability? —– Transcript —–…

Discussions in D.C. over the infrastructure framework, budget reconciliation bill and debt ceiling could impact more than just politics. What could it mean for stocks and bond yields?…

New data on an oral antiviral treatment could have significant impact on the COVID treatment landscape. What’s next for treatments, booster shots and child vaccines. —– Transcript —–…

After 16 years, German Chancellor Angela Merkel is stepping down. While the full implications for Europe remain unclear, some contours of the post-Merkel government are now taking shape.…