Economic Distinctions

On today’s show we are taking a look at the stock market. We don’t really know what the future will hold and whether the market will go up or down. But we can observe trends and see what those trends are telling us. So far the runup in the stock market is narrowly concentrated in ...  Show more

Today we’re talking about a significant shift taking place in artificial intelligence during the first half of 2026.For the last three years, most of the attention has been focused on foundation models. Which company has the most powerful language model? Which model scores highes ...  Show more

While investors may now better understand President Trump’s trade strategy, the economic consequences of tariffs remain unclear. Our Global Head of Fixed Income Research and Public Policy Michael Zezas and our Chief U.S. Economist Michael Gapen offer guidance on the data they ...

Our CIO and Chief US Equity Strategist explains why there’s pressure for the August jobs report to come in strong -- and what may happen to the market if it doesn’t. 

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

Our Head of Corporate Credit Research makes the case against the popular notion that solid economic data would be bad for markets, and instead offers a rationale for why now, more than ever, is the time for investors to root for positive economic developments. 

&nbs ...

We live at a time when extreme voices get the most attention and so it is tempting, following a string of weak economic numbers, to yell the word “recession”. However, a balanced assessment of demand and supply suggests that we are, thus far, merely transitioning to slower gro ...