Bear Market Bounce or Stock Market Bottom?

How will President Trump’s nominee for the Federal Reserve, Kevin Warsh, shape monetary policy if confirmed as Fed chair? Goldman Sachs’ Rob Kaplan, vice chairman and the former president of the Dallas Fed, shares views on Warsh’s potential approach to monetary policy, the balanc ...  Show more

Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he sees today and his view of the current market environment. This episode was recorded on April 9, 2026. The opinions and views express ...  Show more

After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks.

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Welcome to Thoughts on the Market. I'm ...

Our CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater importance for investors.

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Welcome to Thoughts on the Market. I'm Mike Wi ...

The current market pricing can tell investors a lot about what the market believes is coming next, but the future is uncertain and investors may not always agree with market expectations. Chief Cross-Asset Strategist Andrew Sheets explains.

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<div>Tour d'horizon des marchés: valorisation, marges, croissance des bénéfices. Combien de temps va durer le bear market ? Est-ce le moment d'acheter ?</div>

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