Lending conditions and bank liquidity in U.S....

The latest U.S. jobs numbers appear to be at odds with other indicators in the economy. While recession remains the most likely scenario for many countries, could there still be a chance for a soft landing? This episode, Chief Economist Eric Lascelles, gets into the latest econom ...  Show more

This episode, Stu Kedwell, Co-Head of North American Equities, discusses why it’s important for investors to recognize the “ripple effects” that come with investing in particular stocks or sectors, and how doing so can help capture potential opportunities in the market. (Recorded ...  Show more

Under “normal” circumstances, economists and analysts study a variety of specific indicators to understand what’s happening with the US economy. But lately, those indicators have been sending mixed signals. The FT’s US financial commentator Robert Armstrong explains why t ...

In the latest episode of Onward, Ben and Cardiff work through one of the most confounding questions currently poised for the economy: What do we make of two seemingly contradictory data sets, where one is telling us that the economy is generally healthy, while the other says we r ...  Show more

After one of the most aggressive tightening cycles in decades, it looks like central banks are making decent progress in taming inflation, opening the door for a rare soft landing for the economy. BMO Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss prospe ...  Show more

As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes. 

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Welcome to Thoughts on the ...