All Episodes
Thoughts on the Market — 1000 episodes
The Mid-Cycle Shift Equity Investors Shouldn’t Miss
Patients Are Taking the Driver's Seat in Healthcare
Why the Middle-Class Squeeze Is Getting Worse
The Fed, Football and the Price of Ambiguity
Can the AI Spending Boom Pay Off?
AI Debt Starts Moving the U.S. Treasurys Market
What Could Shake Up Markets in September?
Why Oil Prices Could Rise to $100 Again
3 Policy Catalysts to Watch This Fall
The $33 Billion AI Security Opportunity
From Coffee to Cans: A U.S. Caffeine Shift
The Politics Behind the Rising U.S. Debt
Jackson Hole Tests the Fed’s Framework
When Does Higher U.S. Debt Start to Matter?
Measuring the Market’s Megatrends
Markets Faces Hotter, Shorter Cycles
Shifts in Credit Markets for the AI Buildout
The New Map of AI Power
El Niño’s Ripple Effects on Markets
Korean Stocks: From Correction to a Healthy Recovery
When AI Takes Over Shopping Carts
The UK Has a Better Story to Tell
Robotaxis’ $1 Trillion Opportunity
The Potential Way Forward for the U.S.-Iran Standoff
‘Show Me the Money,’ Market Tells Companies
How AI Could Simplify the Mortgage Market
AI’s New Rules of Engagement
Why Brick and Mortar Banking Still Matters
How Long Can the Fed Hold On?
When a Data Center Comes to Town
Quality Matters Again
The Structural Forces Moving Capital
Blind Spots in the AI Infrastructure Selloff
The Oil Market’s Billion-Barrel Problem
Fed in July: A Weaker Case for Hiking
A More Selective Stock Market
An Odyssey Through Market History
Data Centers’ Political Battle
More Stocks Join the Bull Market
The Global Rate Debate
AI Spending: A New Engine for the Global Economy
Why Your Medical Bill Is So High
A Test for Capital Markets: Funding AI
AI as a Sovereign Power
What’s Fueling Stocks After the AI Trade
Lower Prices, Bigger Market: The Next Phase of GLP-1 Drugs
A New Chapter for North American Trade
The AI Divide Between the U.S. and Japan
3 Things That Could Break the Summer Rally
AI’s Next Stress Test
Next Leg of the Bull Market?
America’s Frontier-Market Origin Story
Investors’ Focus Shifts to Rates and AI
What to Watch Ahead of the Midterms
The Market Shift Investors May Be Missing
Comeback for Europe’s Bull Market?
The Warsh Effect on Mortgages
Consumer Confidence and the U.S. Midterms
What a Quieter Fed Could Mean for Markets
The Obstacles to Buying a First Home
Why Warsh May Let Markets Tough It Out
Inside the AI Debt Surge
Can Policy Solve AI’s Chipflation?
Warsh’s Opening Act at the Fed
The Bull Case After the Pullback in Stocks
India’s Next Market Phase
Inflation Relief Ahead?
Who Owns Travel Loyalty?
Asia’s Race to Power AI
The High Cost of AI Memory
What New Tariffs Mean for Investors
Why Oil Supply May Stay Tight for Months
AI Borrowing Creates a New Credit Playbook
When Stocks, Bonds and Oil Move Together
Pet Industry and the Bite of Higher Costs
Finding Value in Commercial Real Estate Credit
What Changed After the U.S.-China Summit?
The Battle for the Future of Gaming
Asia’s Capex Boom Goes Beyond AI
The New Japan Trade
What’s Driving Japan’s Market Momentum
Why the UK’s Economy May Surprise Investors Again
The Case for Staying Bullish on Equities
How Digital Assets Are Changing Banking
Investing Through an Uneasy Boom
Global Growth Faces an Energy Test
What to Expect From the U.S.-China Summit
How Your Body Data Could Reshape Sectors
Why AI Funding Is So Price-Insensitive
The New Playbook for Real Estate Net Lease Investing
Special Encore: AI’s Next Big Leap
How Long Can Markets Ignore the Oil Supply Shock?
AI’s Shift From Thinking to Taking Action
Hard Lessons: Rick Rieder
Why Stocks Keep Rallying
AI and Jobs: What Data and History Say
The Metric Taking Over Earning Season
Midterm Elections, Affordability and the Fed
AI’s Next Big Leap
Can Stock Momentum Hold Up?
Warsh’s Plan to Change the Fed
The Hidden Toll of Tariffs
U.S. Midterms: What Investors Should Watch
Warnings and Winners From the IMF Meetings
Where Investment Themes Intersect and Beat Markets
The Real Drivers of GLP-1 Growth
Markets Eye Hungary’s Political Shift
Economic Roundtable: Structural Fallouts From the Iran Conflict
Economic Roundtable: Energy Shock & Central Banks’ Action
Mounting Evidence of a Market Rebound
Making Sense of Mixed Market Signals
U.S Consumer Spending Meets Caution
U.S.-Iran Truce: What’s Next?
The Real Risks of Oil Price Spikes
Riding the Final Innings of the Market Correction
How the Oil Shock Is Reshaping Markets
Oil Markets Ahead: Pricing In More Risk
A New Test for Private Credit
A Bull Market May Be Closer Than It Looks
Inside Credit Market’s Issuance Boom and Private Lending Risks
Why Fed Rate Cuts Could Be Pushed Back
Can Government Action Tame Rising Energy Prices?
Oil Markets Are Even Tighter Than They Appear
Asia’s Energy Dependence Meets a Narrow Strait
‘March Madness’ for Markets Too
Europe’s Banks Navigate Uncertainty
Oil Shock Hits the U.S. Consumer
Japan’s Bull Market Takes Shape
Is the Market Correction Ending?
The Looming Bottleneck for Global Tech
What Could Make U.S. Homes More Affordable
The 20 Million Barrels of Oil Conundrum
Oil Rally Tests Diversification Strategy
The Reasons for the Bull Market to Resume
AI’s $3 Trillion Question: How to Pay the Bill?
AI’s Tangible Wins and Disruption
How the Iran Conflict Could Move Markets
Travel Becomes a New Growth Engine for China
The Risks of Private Credit's Software Exposure
AI as New Global Power?
Oil Rallies on Fresh Uncertainty
Special Encore: For Better or Warsh
Why Stocks Keep Rising Despite AI Anxiety
Global Trade in Flux: What’s Next After Tariff Ruling
AI at Work: The Transformation Is Already Underway
Could the U.S. Target a Weaker Dollar?
The Political Cost of the AI Buildout
A Novel Way to Shop Online
Introducing Hard Lessons
Why a Tariff Ruling Could Mean Consumer Relief
Signs That Global Growth May Be Ahead
The Future of North American Trade
A Thematic Look at Market Volatility
Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios
For Better or Warsh
The Fed’s Course Under a New Chair
Affordability Takes Center Stage in U.S. Policy
A New Playbook for Equity Investors
New Fed Chair, New Market Signals
Why Markets Should Keep Running Hot
Special Encore: What’s Driving European Stocks in 2026
The Stakes of Another Government Shutdown
A Rebound for Hong Kong’s Property Market
Four Key Themes Shaping Markets in 2026
How Consumers, CapEx and Fiscal Policy Are Driving Growth
Mapping Global Central Bank Paths
Pricing in Trump’s Speech at Davos
Housing Market: Limited Impact from Policy
What’s Driving European Stocks in 2026
The Boost From Easing Market Rules
The Case for India’s Market Comeback
Will U.S. Manufacturing See a 2026 Boom?
Why Markets Stay Steady Amid Venezuela Developments
Signals Align for a Growth Cycle
Driverless Cars Take the Fast Lane
A Revolution in Credit Markets
How Venezuela Events Could Affect Markets and Policy
The Bullish Signals That Investors Overlook
Bigger Tax Refunds Likely to Power the Economy
Special Encore: What’s Driving U.S. Growth in 2026
Special Encore: Investors’ Top Questions for 2026
Special Encore: Who’s Disrupting — and Funding — the AI Boom
Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
Special Encore: 2026 Global Outlook: Slower Growth and Inflation
Will the Data Center Boom Impact Your Wallet?
Rebalancing Portfolios as Risk Premiums Drop
How Will Credit Markets Fare in 2026?
How to Navigate a High Inflation Regime
U.S. Policy Breaks Past Peak Uncertainty
Where Investors Agree—or Don’t—With Our 2026 Outlook
Why Market Stability Matters to the Fed
Is the Credit Cycle Overheating?
Fed’s Next Steps and Markets’ Reactions
Asia’s Economy and Markets in 2026
The Outlook for European Stocks in 2026
Stocks in 2026: What’s Next for Retail Investors
AI Rewrites the Retail Playbook
Trends and Challenges for Consumers in 2026
Investors’ Top Questions for 2026
AI Sparks New Economics for Electricity
Home Affordability Still Under Pressure
Special Encore: How Japan’s Stablecoin Could Reshape Global Finance
Special Encore: An Unprecedented Wave of Inheritances Is Coming
What’s Driving U.S. Growth in 2026
Bull Market Keeps an Eye on the Fed
AI Capex Boom Puts Credit Markets to the Test
2026 Global Outlook: Micro Themes Take the Spotlight
2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
2026 Global Outlook: A Strong Year for Risk Assets
2026 Global Outlook: Slower Growth and Inflation
2026 Midterm Elections: What’s at Stake for Markets
Who’s Disrupting — and Funding — the AI Boom
Europe in the Global AI Race
Crypto Goes Mainstream
Relief and Volatility Ahead for U.S. Stocks
Fed’s Path Uncertain as Key Data Lags
Supreme Court Tests Trump Tariffs
Future of Work: AI’s Paradigm Shift for Labor
Future of Work: AI’s Impact on Industries
More Confidence in a Bull Market
How Japan’s Stablecoin Could Reshape Global Finance
Why Shutdown Standoff Raises Stakes for Healthcare
M&A Poised to Gain Momentum
A Turnaround in Sight for Healthcare?
Will the Stock Market Rally Continue?
What Happens to Software Developers as AI Can Code?
Should AI Spending Worry Investors?
The Next Turning Points in Tech
How to Navigate U.S.-China Tensions
Time for a Bull Market Correction?
U.S.-China Tensions: What Could Happen Next?
Credit Market’s Three Big Debates
How Politics Affect Global Markets
Asia’s Youth Job Crisis
An M&A Boom for Financials
An Unprecedented Wave of Inheritances Is Coming
Lessons From a Bond Issued 90 Years Ago
When Will the Shutdown Affect Markets?
Get Ready for a Steeper Yield Curve
How Asia Is Reinventing Itself for Global Competition
Introducing: What Should I Do With My Money: Season 3
China’s Biotech Revolution
Opportunities From China’s Policy Shifts
Will U.S. Inflation Slow in 2026?
Tackling Economic Hurdles in Europe and Asia
Will the Fed End the Party?
Investors Monitor Washington’s Ticking Budget Clock
When Will the U.S. Housing Market Reactivate?
Capital Markets Pick Up as U.S. Policy Settles
A Good ‘Perfect Storm’ for India
Why the ‘Rolling Recovery’ Has Already Begun
Can the Fed’s Move Boost Global Credit?
Weighing Fed Cut Against Jobs and Inflation Risks
Special Encore: AI Takes the Wheel
How U.S. Industry Is Reinventing Itself
Can Fed Cuts Bring Mortgage Rates Down?
How Cybersecurity Is Reshaping Portfolios
What’s Next for the India-China Trade?
Why Gold Still Holds Glitter in Markets
Can AI Make Healthcare Less Expensive?
A New Bull Market Begins?
Why the U.S. Dollar Still Smiles
Walking a Narrow Economic Path
Why a Fed Pivot Could Trigger Volatility
Are Agency Mortgage-Backed Securities Making a Comeback?
Market Outcomes of Fed’s New Course
Breaking Down the Fed’s New Course
Could a Fed Rate Cut Affect Credit Quality?
Gen Z Trends That Could Disrupt Markets
How Stocks Could React to a Fed Pivot
What to Watch When Credit Spreads Narrow
AI Takes the Wheel
The Fed’s Next Moves After Mixed Data
Why Credit Is Core to AI Expansion
What’s Fueling the Future of Energy in Asia?
Special Encore: Bracing for Sticker Shock
A Divergence of Thought on the Fed’s Path
Tariffs’ Impact on Economy and Bond Markets
The Credibility of Inflation Targets
How AI is Driving the Digital Revolution in Sports
Backpacks, Laptops and Sneakers
A Whiff of Stagflation
How Credit Markets Could Finance AI’s Trillion Dollar Gap
Higher Bar for September Rate Cut
Why Stocks Get Ahead of the Fed
Why Markets Remain Murky on Tariff Fallout
How Waning American Dominance Could Move Yields
Is American Market Dominance Over?
A Good Time to Buy the Dip?
Singapore’s $4 Trillion Transformation
Who Will Fund AI’s $3 Trillion Ask?
Trump‘s AI Action Plan
Will the Entertainment Business Stay Human?
Asia’s $46 Trillion Question
Can a ‘Shadow Chair’ Steer the Fed?
No Summer Slowdown for Markets – Yet
How a Weaker Dollar Could Boost U.S. Stocks
Coming Soon: The Tariff Hit on Economic Data
The End of the U.S. Dollar’s Bull Run?
How Wall Street Is Weathering the Tariff Storm
Bracing for Sticker Shock
The Future Reckoning of Tariff Escalation
Are Foreign Investors Fleeing U.S. Assets?
How AI Is Disrupting Defense
Have U.S. Consumers Shaken Off Tariff Concerns?
America’s Debt Story
Three Possibilities for What’s Next on Tariffs
How AI Could Transform the Real Estate Sector
The U.S. Housing Market Slowdown
Watching the Canary in the Coalmine
Why the Fed Will Cut Late, But Cut More
Humanoids’ Insatiable Hunger for Minerals
India Outperforms with High Growth and Low Volatility
Why Stocks Can Be Resilient Despite Geopolitical Risk
Midyear Credit Outlook: An Odd Disconnect in Asia
How Oil Could Price Amid Mideast Tensions
Why Markets Should Keep an Eye on Japan’s AI Playbook
A Bullish Case for Large Cap U.S. Equities
The Economic Stakes of President Trump’s Immigration Policy
Midyear Credit Outlook: Slowdown in Europe
What the New Tax Bill Means for Cross-Border Portfolios
How China Is Rewriting the AI Code
U.S. Financials Conference: Three Key Themes to Watch
Standing by Our Outlook
5 Reasons the Obesity Drug Market Remains Strong
Midyear U.S. Credit Outlook: Why Investors Should Be Selective
U.S. Shoppers Take Stock
Why Equity Markets May Be Stronger Than You Think
Why Interest Rates Matter Again
What Now with Tariffs?
How to Decode Tariff Signals
Luxury Sector Tightens Its Belt
Midyear U.S. Outlook: Equity Markets a Step Ahead?
Midyear Global Outlook, Pt 2: Why the U.S. Still Leads Global Markets
Midyear Global Outlook, Pt 1: Skewing to the Downside
Japan Summit: Consumer Resilience and Trade Uncertainty
Market Risks Persist After U.S.-China Trade Detente
Lessons Amid the Market Rollercoaster
The Rise Of The Humanoid Economy
What the Tax Debate Could Mean for Markets
Can Private Credit Weather Macro Risks?
U.S.-China Trade Truce: What’s Next?
The Eye of a Market Storm
Why is the Taiwanese Dollar Suddenly Surging?
Are Investors Searching for New ‘Safe Havens’?
U.S. Economy: Solid Footing For Now, Uncertainty Ahead
Munis: Tax-Free Income in Times of Stress
Why the UK May Be Poised for a Surprising Rebound
Can South Korea Afford To Grow Old?
A Possible Roadmap for U.S. Tariff Policy
Is the Oil Market Flashing a Potential Recession Warning?
What Should Investors Expect from Earnings Season?
Tariffs Could Drag on Growth in Asia as Well as U.S.
Will Housing Prices Keep Climbing?
Is the Beverage Industry Drying Up?
How Investors are Playing Defense
Recession Fears Are a Wild Card for Markets
How Much More Could Your Smartphone Cost?
Tariff Uncertainty Creates Opportunity in Credit
Gold Rush Picks Up Speed
Where Is the Bottom of the Market?
Is the Market Rebound a Mirage?
Why Tariffs Spurred a Dash for Cash
Lingering Uncertainties After Tariff Reprieve
Three Things That Could Ease Tariff Jitters
Tariff Roundtable: Global Economy on the Brink of Recession?
Tariff Fallout: Where Do Markets Go From Here?
How Companies Can Navigate New Tariffs
Faceoff: U.S. vs. European Equities
What’s Weighing on U.S. Consumer Confidence?
Are Any Stocks Immune to Tariffs?
New Worries in the Credit Markets
New Tariffs, New Patterns of Trade
Is the Future of Food Fermented?
European Banks Spark Rising Investor Interest
Key Indicators of How Far Markets Could Rebound
Investors Look Beyond U.S. for Opportunities
Risks and Uncertainty in the Fed’s New Outlook
Making a Bet on the Future of Betting
What Could Weaken Strong Credit
Is the Correction Over Yet?
Credit Markets Remain Resilient, For Now
India’s Resurgence Should Weather Trade Tensions
The Other Policy Choices That Matter
The AI Agents Are Here
Why Uncertainty Won't Slow AI Hardware Investment
Rewiring Global Trade
Funding the Next Phase of AI Development
Is There Too Much Focus on Fed’s Moves?
What Will Tariffs Do to the U.S. Dollar?
Will GenAI Turn a Profit in 2025?
Searching for Signals in U.S. Policy Noise
Shaky U.S. Consumer Confidence May Be a Leading Signal
The Impact of Shifting Immigration Policy
Cruises Set Sail for Private Islands
What’s Behind the Recent Stock Tumble?
How a Potential Ukraine Peace Deal Could Impact Airlines
The Downside Risks of Reciprocal Tariffs
A Rollercoaster Housing Market
Finding Opportunity in an Uncertain U.S. Equity Market
Trump 2.0 and the Potential Economic Impact of Immigration Policy
How Do Tariffs Affect Currencies?
The Credit Upside of Market Uncertainty
The Rising Risk of Trade Tensions in Asia
Who Might Benefit From Trump’s Tax Policy Proposals?
The Disruption in the AI Market
Chinese Airlines Breaking Through Turbulence
Trump 2.0 and the Latest on Tariffs
Trump 2.0 and the Future of Energy
Tariffs and Tech Challenge Stocks
Big Debates: Who Will Be the Trade Winners Under Trump?
Managing Fiscal Policy Uncertainty Under Trump 2.0
A Mixed Bag for Retail and Consumer Sectors
Will Trump’s Tariffs Reshape Asian Economies?
Europe’s Defense Dilemma
Have Markets Hit Peak Optimism?
Big Debates: How Will M&A and IPOs Drive Markets in 2025?
Potential Economic Consequences of Trump’s Executive Orders
Asia Outlook 2025: Three Critical Themes
The Surge in Bond Yields Likely Doesn’t Present Risk – Yet
Should Drop in Fed Reserves Concern Investors?
Four Key Investment Themes for 2025
Finding Opportunity in AI’s Evolution
Big Debates: The State of the Energy Transition
Big Debates: The AI Evolution
2025: Setting Expectations
Market Implications of Trump’s Agenda
What Could Shape the Global Economy in 2025
Will 2024’s Weak Finish Extend into the New Year?
Lessons to Take Into 2025
A Bumpy Road Ahead for Onshoring EVs
Special Encore: Will US Tariffs Drive Mexico Closer to China?
Special Encore: Uncertainty Surrounds 2025 U.S. Equities Outlook
Special Encore: A $10 Trillion Opportunity in US Reshoring
Special Encore: Housing, Currency Markets in Focus
Special Encore: What’s Ahead for Markets in 2025?
The Many Potential Policy Paths of Trump’s Second Term
More Talk, Less Action Could Be Good for Credit Markets
Fed Signals Inflation Fight Isn’t Over
Banking on Deregulation
The Calm Before the Storm?
How Investors Can Best Position for 2025
Why the Airline Industry Could Take Off in 2025
Could Private-Label Products Transform Retail?
What Could Go Wrong for Corporate Credit?
How Equity Markets Are Feeling About 2025
How AI Is Revolutionizing Healthcare
A Very Merry Start to U.S. Holiday Shopping
AI as a Second Set of Eyes
What Investors Should Know About Trump’s Tariffs
Private vs. Public Credit Competition Intensifies
Will 2025 Be a Turning Point for Credit?
Special Encore: The Beginning of an M&A Boom?
Special Encore: How Young People Think About Money
Uncertainty Surrounds 2025 U.S. Equities Outlook
US Holiday Shoppers Spend More on Smaller Items
Will US Tariffs Drive Mexico Closer to China?
Is This the Future of Clean Energy Under Trump 2.0?
Is Clean Power at a Tipping Point in Asia?
Global Outlook: Housing, Currency Markets in Focus
Global Outlook: What’s Ahead for Markets in 2025?
The Beginning of an M&A Boom?
Decoding Signals Following the US Election
US Elections: Lessons From the UK
Will Tariffs Dampen Asia’s Economic Growth?
Pricing In the Likely Republican Sweep
Investor Expectations After the US Election
Taking the Pulse of the US Consumer
After Trump Win, Where Do Markets Move from Here?
Why Are Users and Investors Breaking Up with Online Dating?
US Elections: Weighing the Options
How Young People Think About Money
A Global Credit Tour
US Election: Waiting Out a Close Race
The U.S. Election and Tax Policy
Markets Uncertain Ahead of U.S. Election
A $10 Trillion Opportunity in US Reshoring
Retirement in the Age of Higher Life Expectancy
Europe’s Demographic Dilemma
Mind Meets Machine in Brain-Computer Interfaces
What’s Boosting Cyclical Stocks?
How the US Election Could Upset Credit Markets
Could the US Election Reshape the Energy Sector?
What Does The Fed Rate Cut Mean For Mortgages?
South Korea’s ‘Super-Aging’ Challenge
Markets Spin Toward Cyclicals
US Economy: What Could Go Wrong
How Safe is AI?
US Elections: The Outlook For Asia
Economics Roundtable: US Election And Tariffs
Economics Roundtable: Central Banks Turn the Corner
Why the Fed’s Next Move May Matter Less
Can China’s Stimulus Shift Its Economy?
What Could the Dockworkers’ Strike Mean for Growth and Inflation?
The Potential Domino Effect of US Tariffs
The Impact of Central Bank Pivots
Keeping the Faith For A Soft Landing
How Long Until Consumers Feel Rate Cut Benefits?
US Elections: The Wait for Clarity
One Rate Cut, Many Effects
As the Fed Recalibrates, What’s Ahead for Central Banks?
Mexico Judicial Reforms Spark Investor Concern
Industrials Outlook ‘Better Than Feared’
Presidential Debate Targets Perceptions Over Policy
US Elections: The Politics of Healthcare
Markets Readying for a Rate Cut
Bank of Japan’s Role in Market Volatility
Corporate Credit at a Crossroads?
Uneven Recovery in Commercial Real Estate
Trading Spaces: Millennials vs. Boomers
Shaky Labor Data Pressures Equity Markets
Balance Sheets Remain Resilient Despite Slowing US Growth
Global Energy Markets and the US Election
US Election: A Game Of Inches
Wallets Wide Open For GenAI
Special Encore: Health Care for Longer, Healthier Lives
Is the Fed Behind the Curve?
Bumpy Road Back For US Housing Market
All Eyes on Jobs Data
What’s Boosting Consumer Confidence?
Market Rebounds but Growth Is Uncertain
What’s Next for Japan After Rate Hike?
At Political Conventions, Policy Waits in the Wings
Special Encore: Almost Human: Robots in Our Near Future
Why Immigration Matters for Global Economies
Strong Balance Sheets, Cautious Boardrooms
Will the US Dollar Remain Strong Post-Election?
Can Vacant Offices Help Solve the US Housing Crisis?
US Election Should Not Dim M&A Resurgence
Pay Attention to Data, Not Market Drama
Rate Cut Ripple
Health Care for Longer, Healthier Lives
What This Roller Coaster Week Means for Bonds
Why Money Market Funds Aren’t ‘Cash On The Sidelines’
Making Sense of the Correction
Looking Back at a Whirlwind Week
Following the Flows
Will GenAI Help or Hurt Ad Agencies?
Navigating the Quality and Cap Curves
The Coming Nuclear Power Renaissance
Three Risks for the Third Quarter
Investors’ Questions After Election Shakeup
How Asian Markets View US Elections
Almost Human: Robots in Our Near Future
Business Cycle May Trump Politics
Why Credit Markets Like Moderation
The Surprising Link Between Auto Insurance and Inflation
Navigating Market Reactions to the News Cycle
Beyond the 60/40 Portfolio?
Retail’s Comeback Plan
Why We Believe the Fed Will – and Should – Cut Rates Soon
Business Travelers Pack Their Bags
Less Impact Than You Might Think
US Housing: What Will Slow Home Price Growth?
2024 US Elections: The Impact of Inflation
Special Encore: A Sobering View on the Spirits Sector
Why Central Banks Still Get It Wrong Sometimes
Investors Eye Reactions to US Presidential Debate
Housing Update: Home Prices Unlikely to Decline
Why Good Data Is Good For Markets
Introducing: What Should I Do With My Money Season 2
Funding the AI Revolution
Fiscal Sustainability and the French and US Elections
Navigating the Narrow Stock Market
Economics Roundtable: Global Elections in Focus
Economics Roundtable: Investors Eye Central Banks
Volatility Doesn’t Necessarily Rock the Boat
Investment Discipline In An Election Year
Tracking the Rebound in Tech IPOs
This Is Still India’s Decade
Cautious Corporate Boards Extend the Credit Cycle
Convenience Is Compelling
Presidential Elections Aren’t the Only Important Ones
Investors Riding an Unpredictable Wave
What Global Elections Mean for Markets
Inside Japan’s Economic Transformation
Special Encore: The Curious Connection Between Airlines and Fashion
Spirited Debates Around Our Midyear Outlooks
Why an ‘Everything Rally’ Is Still Possible
Why TMT Bonds Are Underperforming
European Economic Outlook: Decidedly More Optimistic
Global Questions About the US Elections
Midyear European Equities Outlook: In the Sweet Spot
Midyear Credit Outlook Favors Moderation
Midyear Housing Outlook: Is Home Sale Activity Picking Up?
Midyear US Economic Outlook: Continued Resilience
Midyear Cross-Asset Outlook: Bullish Possibilities
Midyear Economic Outlook: Reasons for Optimism
Seeking Better Value in Emerging Market Debt
Get Ready for a Summer Travel Boom
The Narrow Scope of US Tariffs on China
Lessons from Retail Success Stories
Spring IMF Meetings Spark Cautious Optimism
How Mexico’s Elections Could Change Global Markets
The Fed Sends a Clear Message
Can US Dollar Dominance Continue?
Managing for Economic Uncertainty
What If Rates Are Higher for Longer?
Separating the Cyclical from the Systemic
Special Encore: Seth Carpenter: Looking Back for the Future
Where Is the US Dollar Headed?
Decarbonizing Real Estate
The Curious Connection Between Airlines and Fashion
Can Technology Help Us Live Longer & Better?
Meeting the Demand for Anti-Obesity Treatment
European Markets React to Upcoming U.S. Election
US Economy: Bigger, But Not Tighter
US Equities: No Landing in Sight
Mixed Signals for Asia and Emerging Markets
A Central Piece of the GenAI Puzzle
The Repercussions of Rising Global Tensions
How Will the GenAI Revolution Be Powered?
A Sobering View on the Spirits Sector
Unpacking Correlation
US Energy: The Minerals and Materials at Risk
2024 US Elections: Inflation’s Possible Paths
What is Driving Big Moves in the Oil Market?
Looking Back for the Future
A ‘Hot’ Summer for Oil?
The Threat to Clean Energy in the US
The Growing Importance of Where Data Lives
US Elections: Potential Implications for Businesses and Consumers
How Immigration’s Rise Could Boost Economic Growth
US Housing: Will Lower Fees Means Higher Sales?
Are Credit Scores Inflated?
Finding Late-Cycle Winners
The Evolution of Private Credit
Can ‘As Expected’ Still Give New Information?
European Financials: Why Confidence Has Returned
2024 US Elections: Global Investors' Key Questions
Asia Equities: A Quarter of Dispersion
Finding the Equity Sweet Spot
Rate Cut Uncertainty
Economics Roundtable: Updating our 2024 Outlook
Revving Up the Speed of E-Commerce Delivery
Where AI Is Advancing
AI, Scale and Privacy
M&A Rebound Ahead?
Why European Data Centers Are Set for Major Growth
Three Long-Term Trends by the Numbers
How US Consumers Will Spend 2024 Tax Refunds
Hedging in a Robust Equity Market
The Predictive Power of PMIs
Making Sense of Confusing Economic Data
Should Investors Care About a Government Shutdown?
Why Is the Price of Food Still Rising?
The Gap Between Corporate Haves and Have-Nots
Eyeing a Market of Many
Behind the Rapid Growth of the Private Credit Market
An Atlantic-Sized Divide in Monetary Policy
Accelerating the Shift from AI Enablers to AI Adopters
Commercial Real Estate's Uncertain Future
What the U.S. Election Could Mean for NATO
The Rising Risk of Global Trade Tensions for Asia
Ripple Effects of the Red Sea Disruptions
Three Reasons the U.S. Consumer Outlook Remains Strong
Rooting for a Positive Rate of Change
Trends in the 2024 Credit Landscape
Which Geopolitical Events Matter Most to Investors
What Japan Can Teach the World About Longevity
A Longer Wait for Rate Cuts?
Is the Housing Market Back?
How Longevity Is Influencing Consumer Spending
Is M&A Ready to Bounce Back?
Markets Are Ready for More Bonds
Opportunities in Corporate Credit for 2024
Why It’s Time to Be Bullish on European Equities
Will the U.S. Presidential Election Change Fed Policy?
What Matters Most to Markets in the U.S. Election
Taking the Long View
Chasing the End of the Economic Cycle
Special Encore: Andrew Sheets: Why 2024 Is Off to a Rocky Start
Mexico Nearshoring Keeps Going Strong
Three Investment Themes for 2024 and Beyond
The Growth Outlook for China’s Tech Sector
What’s Next for Money Market Funds?
The Path Ahead for Natural Gas and Shale
Will Global Oil Markets Surprise In 2024?
Are These Gen AI’s Next Big Winners?
Will Anti-Obesity Drugs Disrupt the MedTech Industry?
Andrew Sheets: Why 2024 Is Off to a Rocky Start
Can Japanese Equities Rally in 2024?
New Year, New Investment Themes?
2024 U.S. Autos Outlook: Should Investors Be Concerned?
End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2
End-of-Year Encore: Macro Economy: The 2024 Outlook
End-of-Year Encore: 2024 Asia Equities Outlook: India vs. China
End-of-Year Encore: An Early Guide to the 2024 U.S. Elections
Andrew Sheets: Credit Markets Take a Sunny View
Will Falling Rates Mean Lower Home Prices?
Michael Zezas: Why Geopolitics May Matter More in 2024
Will the Fed’s Pivot Favor Bonds Over Equities?
Mike Wilson: Does the U.S. Equity Rally Still Have Steam?
Economic Roundtable: What’s in Store for ’24?
Sustainability: Mixed Signals on Decarbonization After COP28
Michael Zezas: The U.S. Election, Clean Energy and Healthcare
2024 China Outlook: Can Growth Rebound?
Mike Wilson: Could Bond Market Consolidation Weigh on U.S. Equities?
David Adams: A Contrarian Call on the U.S. Dollar
2024 Asia Equities Outlook: India vs. China
An Early Guide to the 2024 U.S. Elections
2024 Asia Economics Outlook: Still Divergent?
Mike Wilson: Are Markets Following the Right Playbook?
Andrew Sheets: November’s Early Holiday Gift to Investors
Pamela Kaufman: Anti-Obesity Meds Could Bite Into Food Sales
Ravi Shanker: A New Golden Age of Travel Ahead?
How Education Companies Can Benefit from AI
Vishy Tirupattur: Debating the Outlook
Special Encore: Matt Cost: How AI Could Disrupt Gaming
Special Encore: US Economy: What Generative AI Means for the Labor Market
U.S. Consumer: Mixed Holiday Spending Expectations
Ed Stanley: The Cutting Edge of AI
Ellen Zentner: 2024 U.S. Economic Outlook
Serena Tang: The Return of the 60/40 Portfolio
Special: What Should I Do With My Money?
Macro Economy: The 2024 Outlook Part 2
Macro Economy: The 2024 Outlook
Andrew Sheets: Will the Bond Market Suffer from Tax-Loss Selling?
Ed Stanley: Weight Loss Drugs and the Global Economy
Michael Zezas: Are the Worst Bond Returns Behind Us?
Matt Cost: How AI Could Disrupt Gaming
Mike Wilson: Will the Equity Market Rally Last?
Andrew Sheets: Upgrades and Downgrades in Corporate Credit
US Economy: What Generative AI Means for the Labor Market
Michael Zezas: What the New U.S. Speaker Means for Markets
U.S. Housing: The Impact of High Mortgage Rates
Mike Wilson: 2023 Stock Market Comes Full Circle
Andrew Sheets: Optimism in Corporate Credit
Asia Equities: China’s Risk of a Debt Deflation Loop
Vishy Tirupattur: Implications of the Treasury Market Selloff
Matthew Hornbach: The Impact of Policy on Bond Markets
Mike Wilson: Are Earnings Expectations Too High?
Ellen Zentner: The Rise of the SHEconomy
Global Autos: Automotive’s Smartphone Moment
Michael Zezas: The Impact of Geopolitical Tension
Global Tech: Generative AI and Asset Management
Seth Carpenter: Are Higher Rates Permanent?
Vishy Tirupattur: Treasury Yields Move Higher
Chetan Ahya: What Would Trigger Rate Hikes in Asia?
Michael Zezas: Signals from the Speaker of the House Vacancy
Keith Weiss: How Generative AI Could Affect Jobs
Michelle Weaver: The Priorities of the U.S. Consumer
U.S Equities: Credit Continues to Outperform
Todd Castagno: Rising Growth in Convertibles Bonds
Vishy Tirupattur: Corporate Credit Divided by Quality
U.S. Consumer: Opportunity in Online Grocery
Mike Wilson: Has the U.S. Government Hit a Fiscal Wall?
U.S. Economy: What AI Means for People Doing Multiple Jobs
Jonathan Garner: Volatility in Asia and Emerging Markets
U.S. Policy: The Economic Impact of a Government Shutdown
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
Mike Wilson: A Shift in Stock Personalities
Andrew Sheets: The Rise of Corporate Bond Yields
US Economy: Stronger Growth in the U.S. Economy
Michael Zezas: China’s Evolving Economy
Kickstarting the U.S. Mining Industry
Seth Carpenter: The ECB, The Fed and Oil Prices
Thematic Research: How AI Can Transform Travel Booking
Martijn Rats: Why Energy Sector is Attractive Once Again
U.S Housing: The Impact of Raising Rates
Vishy Tirupattur: U.S. and China on Divergent Paths
Global Economy: Fall Outlook for Rates and the Economy
Andrew Sheets: A Murky Forecast for Equities and High-Yield Bonds
Stephen Byrd: Watch Out for El Niño
Michael Zezas: Congressional Return Raises Questions for Markets
Mike Wilson: Are Stocks Beginning to Question Economic Resiliency?
U.S. Consumer: How U.S. Consumers Are Shopping to Go Back to School
Daniel Blake: Japan’s Surge in GDP Growth
Energy: Are Europe’s Clean Energy Goals Realistic?
Seth Carpenter: The Global Implications of China’s Deflation
Vishy Tirupattur: Banking Regulations Could Reduce Available Credit
Andrew Sheets: Is the Fed Done Raising Rates?
Special: Access & Opportunity Podcast
Michael Zezas: What to Expect from Presidential Debates
Special Encore: Vishy Tirupattur: Corporate Credit Risks Remain
Special Encore: Global Autos: Are China’s Electric Vehicles Reshaping the Market?
Andrew Sheets: The Positive Side of Higher Rates
Chetan Ahya: Can China Avoid a Lost Decade?
Michael Zezas: The Risks of a U.S. Government Shutdown
Jonathan Garner: A Bullish Turn for India
Mike Wilson: Fiscal Policy Continues to Drive U.S. Economic and Market Performance
U.S. Equities: Valuations Still Matter
Pharmaceuticals: The Investment Opportunity in Obesity Treatment
Michael Zezas: The Impact of New Investment Limitations in China
Social Investing: The Future of Sustainability
U.S Housing: U.S Housing Market Remains Tight for Buyers
Andrew Sheets: Why Are Rates Up and Stocks Down?
Ron Kamdem: ‘Bifurcation’ in Global Office Real Estate Markets
Michael Zezas: How Will the U.S. Credit Downgrade Affect Markets?
Vishy Tirupattur: Corporate Credit Risks Remain
Mike Wilson: A New Cyclical Upturn?
Andrew Sheets: Unexpected Behavior in Markets
Global Autos: Are China’s Electric Vehicles Reshaping the Market?
Michael Zezas: Elections and Their Influence on Markets
Mike Wilson: Expanding Valuations in Equity Markets
Erik Woodring: India’s Smartphone Market Poised to Take Off
Japan: A New Era for Japanese Equities
Japan: Finding Opportunity Across Sectors
Chetan Ahya: A Bullish Outlook on Japan
Sarah Wolfe: Student Loan Restart Draws Nearer
Mike Wilson: Disinflation and Equities
Vishy Tirupattur: Are Bonds Primed for a Comeback?
Ravi Shanker: Decarbonizing Aviation
Michael Zezas: Looking to the Treasury Market
Shawn Kim: The Double-Edged Sword of AI Technologies
Mike Wilson: All Eyes on Earnings
James Lord: The Dollar’s Resiliency
Terence Flynn: AI Opportunities in Healthcare
Michael Zezas: Investing in New Geographies
Special Encore: Asia’s Economy Outlook - Recovery Picking Up Steam
Special Encore: Mid-Year U.S. Consumer Outlook - Spending, Savings and Travel
U.S Housing: The Market Is Not a Monolith
Corporate Credit Outlook: Higher Interest Rates Challenge Lower-Quality Borrowers
Ed Stanley: Key Lessons as AI Goes Mainstream
Emerging Markets: Climate Finance and Credit
Mid-Year U.S. Dollar Outlook: An Important Driver for Returns
Mid-Year U.S. Economic Outlook: Will the Fed Continue to Hike?
Mid-Year Global Oil Outlook: Neutral or Constructive?
Mid-Year Macro Markets Outlook: Slow Growth and Sticky Inflation
Fixed Income: A Sweet Spot for Munis
Asia’s Economy Outlook: Recovery Picking Up Steam
Andrew Sheets: Will Markets Stay Resilient?
European Equities Outlook: Short-Term Pain, Long-Term Gain
Mike Wilson: A Historically Concentrated Market
Mid-Year Strategy Outlook: Risk/Reward in Currency and Commodities
Mid-Year Economic Outlook: A Dichotomy Worth Watching
Michael Zezas: After the Debt Ceiling, What’s Next?
Mid-Year U.S. Consumer Outlook: Spending, Savings and Travel
Mike Wilson: Earnings Cycle Still Running Short and Hot
Special Encore: Erik Woodring: Are PCs on the Rebound?
Adam Jonas: The Inconvenient Truths About EV Batteries
Michael Zezas: A Step Forward in the Debt-Ceiling Debate
Seth Carpenter: Government Bonds and the Debt Ceiling
Andrew Sheets: Unresolved Questions Create Market Uncertainty
Jonathan Garner: Japan’s Equities Continue to Rally
Michael Zezas: The G7 Meeting and its Impact on Markets
U.S Housing: Is there Still Strength in the Housing Market?
Mike Wilson: Beware a False Market Breakout
Ellen Zentner: Is a Soft Landing for the U.S. Still Possible?
Andrew Sheets: Is Market Volatility on the Decline?
Vishy Tirupattur: The Outlook for Lending
Mike Wilson: Investors Face Uncertainty in Stock Performance
Special Encore: Mark Purcell: The Evolution of Cancer Medicines
Sustainability: Tech Transformation in the Education Market
Erik Woodring: Are PCs on the Rebound?
Michael Zezas: Debt Ceiling Uncertainty and Financial Markets
Martijn Rats: A Change in the Global Oil Market
Mike Wilson: Earnings, The Fed and Consumer Spending
Andrew Sheets: The Prospect of a Pause in Rate Hikes
Graham Secker: Will European Equity Resilience Continue?
Michael Zezas: Congress Contends with the Debt Ceiling
Global Economy: Global Challenges Drive Productivity Investment
Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation
Ed Stanley: The Risky Path to a Multipolar World
Matthew Hornbach: The Return of Government Bonds
Michael Zezas: The Great Productivity Race
Andrew Sheets: The U.S. Dollar and Cross-Asset Portfolios
Sustainability: Decarbonization in the Steel Industry
Andrew Sheets: What is Behind Equity Market Strength?
Mark Purcell: The Evolution of Cancer Medicines
Michael Zezas: The Costs of a Multipolar World
Vishy Tirupattur: Tumult in the Banking Sector
Mike Wilson: Credit Crunch in the U.S Equity Markets
Sustainability: The Risks and Benefits of A.I
Jonathan Garner: Asia Equities Rally Once More
Chetan Ahya: Global Impacts on Asia's Growth
U.S Housing: The Future of Mortgage Markets
Diego Anzoategui: Goods, Services and the Shape of China’s Reopening
Ellen Zentner: The Lagging Effects of Loan Growth
Michael Zezas: What the ‘X-Date’ Means for Investors
Seth Carpenter: China’s Impact on Global Growth
Mike Wilson: Not All Bank Reserves Are Created Equal
Andrew Sheets: Be Careful What You Wish For
Vishy Tirupattur: A Challenging Road for Commercial Real Estate
Lauren Schenk: Analyzing the Online Dating Market
Introducing: What Should I Do With My Money?
Graham Secker: A Moment of Calm for European Equities
Mike Wilson: Is Banking Stress the Last Straw for the Bear Market?
Global Economy: Central Bank Policy in a Time of Volatility
Special Encore: U.S. Pharmaceuticals - The Future of Genetic Medicine
Global Thematics: Emerging Markets Face Rising Debt Levels
Vishy Tirupattur: The Coming Challenges for Bank Credit
Mike Wilson: The Risk of a Credit Crunch
Sustainability: Energy-Efficient Buildings in Europe
Michael Zezas: A New Dynamic for U.S. Banking
Cryptocurrency: The Issue of Regulation
Martijn Rats: Differing Prospects for Oil & Gas
Mike Wilson: What Bank Wind-Downs Mean for Equities
U.S. Tech: The Future of Artificial Intelligence
Andrew Sheets: A Test for U.S. Growth
Chetan Ahya: Is Asia’s Growth Bouncing Back?
Special Encore: Andrew Sheets - The Impact of High Short-Term Yields
Mike Wilson: A Strong Rebound for Markets
U.S. Economy: The Next American Productivity Renaissance, Pt. 2
U.S. Economy: The Next American Productivity Renaissance, Pt. 1
Michael Zezas: The Global Impact of the Inflation Reduction Act
Sarah Wolfe: The Fed Versus Economic Resilience
Mike Wilson: Is the Worst of this Earnings Cycle Still Ahead?
Andrew Sheets: The Impact of High Short-Term Yields
Sustainability: Carbon Offsets and the Issue of Greenwashing
U.S. Housing: Is Activity About to Pick Up?
Graham Secker: Are European Equities Still Providing Safety?
Andrew Sheets: Falling Expectations for Global Equities
Daniel Blake: The End of an Era for Japan
Michael Zezas: Understanding the Impact of Elections
U.S. Consumer: What’s Coming for Spending in 2023?
Seth Carpenter: Can Inflation Continue To Come Down?
Andrew Sheets: The Complexities of Market Risk
Vishy Tirupattur: A Change in Fed Policy Expectations
Michael Zezas: The State of U.S. Policy
Latin America Economy: The Possibility of Opportunity in 2023
U.S. Pharmaceuticals: The Future of Genetic Medicine
Andrew Sheets: Where Could Market Strength Persist?
Jonathan Garner: Tracking Asia and EM Outperformance
Michael Zezas: U.S. Policy and Investment Restrictions on China
Matt Hornbach: A Narrative of Declining Inflation
Mike Wilson: Fighting the Fear of Missing Out
Andrew Sheets: The Choice Between Equities and Cash
Graham Secker: An Upturn for European Equities
U.S. Economy: Renegotiating the Debt Ceiling
U.S. Retail: A Tale of Two Halves
Mike Wilson: A Shift in Recession Views
Andrew Sheets: What is an Optimal Asset Allocation?
U.S. Housing: Will Activity Continue to Slow?
Michael Zezas: The Year of the Long-Term Investor
Ed Stanley: Key Themes for 2023
Andrew Sheets: Will Emerging Market Outperformance Hold?
Michael Zezas: Bringing Semiconductors to North America
Quantitative Strategies: A 2023 Return?
Mike Wilson: Challenging the Consensus on 2023
Martijn Rats: The 2023 Global Oil Outlook
Andrew Sheets: Lessons from Last Year
Chetan Ahya: Has Inflation in Asia Peaked?
Michael Zezas: Gridlock in the House of Representatives
Terence Flynn: The Next Blockbuster for Pharma?
End-of-Year Encore: 2023 Global Macro Outlook - A Different Kind of Year
End-of-Year Encore: Global Thematics - What’s Behind India’s Growth Story?
End-of-Year Encore: Ellen Zentner - Is the U.S. Headed for a Soft Landing?
End-of-Year Encore: U.S. Outlook - What Are The Key Debates for 2023?
End-of-Year Encore: U.S. Housing - How Far Will the Market Fall?
Andrew Sheets: Which Economic Indicators are the Most Useful?
Michael Zezas: Legislation to Watch in 2023
Global Thematics: A Breakthrough in Nuclear Fusion
Mike Wilson: Have Markets Fully Priced an Earnings Decline?
Andrew Sheets: What Will the End of Rate Hikes Mean?
Sarah Wolfe: Are Consumers Going to Pull Back on Spending?
Global Thematics: Earthshots Take on Climate Change
Ravi Shanker: A Bullish Outlook for Airlines
2023 Emerging Markets Outlook: Brighter Days Ahead
Andrew Sheets: A More Promising Start to 2023
2023 Chinese Economic Outlook: The Path Towards Reopening
Global Thematics: What’s Behind India’s Growth Story?
Matt Hornbach: Key Currency Trends for 2023
Mike Wilson: Why Did Treasury Bonds Rally?
Ellen Zentner: Is the U.S. Headed for a Soft Landing?
Jonathan Garner: A Bullish Turn on Asia and Emerging Markets
Michael Zezas: What Will China’s Reopening Mean for the U.S.?
Stephen Byrd: A New Approach to ESG
2023 European Outlook: Recession & Beyond
Michelle Weaver: A Very Different Holiday Shopping Season
Michael Zezas: Mixed News from the U.S./China Meeting
U.S. Outlook: What Are The Key Debates for 2023?
Mike Wilson: When Will Market Volatility Subside?
Robin Xing: China’s 20th Party Congress Commits to Growth
U.S. Housing: How Far Will the Market Fall?
2023 Global Strategy Outlook: Big Shifts in Dynamics
2023 Global Macro Outlook: A Different Kind of Year
Mike Wilson: Dealing With the Late Cycle Stage
Global Tech: What’s Next for EdTech?
Michael Zezas: The Midterm Elections’ Market Impact
Stephan Kessler: What Does the Future Hold for ESG Investing?
U.S. Media: Will Streaming Overtake Traditional Cable?
Mike Wilson: Is the U.S. Equity Rally Over?
Andrew Sheets: A Swing Towards Bonds?
Labor: Are People Returning to Work?
Michael Zezas: Preparing for an Uncertain Election
Private Markets: Uncertainty in the Golden Age
Mike Wilson: Has the Fed Gone Far Enough?
U.K. Economy: Volatility's Impact Across Markets
U.K. Economy: All Eyes on the U.K.
Seth Carpenter: The Next Steps for the Bank of England
Michael Zezas: Policy Pressure from the U.S. to China
Mike Wilson: What is Causing the Market Rally?
Andrew Sheets: The U.K.’s Struggle to Bring Down Inflation
Graham Secker: Do European Earnings Have Further to Fall?
ESG: How will Evolving Regulations Affect Investment?
Matthew Hornbach: Why U.S. Public Debt Matters
Mike Wilson: Will Bond Markets Follow the Fed?
Andrew Sheets: Overseas, Currency Matters
ESG: A New Framework for Utilities
U.S. Economy: Is Inventory Outpacing Sales?
Seth Carpenter: The Political Economy
Mike Wilson: Earnings Begin to Guide Lower
Chetan Ahya: When Will China’s Economy Reopen?
U.S. Housing: Are Home Prices Decelerating?
Michael Zezas: Shifting Global Supply Chains
Vishy Tirupattur: Can Corporate Credit Provide Shelter?
Mike Wilson: The Problem with the U.S. Dollar
Global Macro: Intervention & Inflation
Jonathan Garner: An Unusual Cycle for Asia and EM Equities