Immigration Fueled Housing Shortage

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

Our Global Chief Economist explains what stricter immigration policy in key markets around the world could mean for economic growth and inflation.

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Seth Carpenter: Welcome to Thoughts on the Market. ...

Our Chief Europe Economist Jens Eisenschmidt and Europe Equity Strategist Regiane Yamanari discuss the strain of an aging population on the future of Europe’s economy and markets.

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Jens Eisenschmidt:  ...

The Population Bomb, published by Stanford biologist Paul Ehrlich in 1968, predicted that populations would grow more quickly than food supplies, causing mass starvation. Ehrlich was wrong: food supplies kept pace. And that’s largely due to the years Norman Borlaug spent growing ...  Show more

Over the past century, the world's human population has exploded from around 2 billion to 8 billion. Meanwhile, the average fertility rate has gradually declined. And if that trend continues as it has, we may soon see a crash in the population rate, which some argue could have di ...  Show more