Lots More on What Earnings Are Telling Us Abo...

The last few decades have been marked by a number of megatrends in finance including the extraordinary growth of asset managers, the rising importance of technology, and the ascent of private markets. BlackRock, the world's biggest asset manager, is emblematic of all these develo ...  Show more

The private credit market has grown enormously fast in recent years — so much so that by some estimates it's now bigger than the market for junk-rated corporate bonds. So what's driven all that growth? What impact has private credit had on other types of corporate debt? And why a ...  Show more

Greedflation. Price gouging. Pandemic profiteering. What happens when turning a profit is considered a bad thing? In this week’s episode, the FT’s US business editor Andrew Edgecliffe-Johnson explains how a new message around corporate profits is resonating with the American p ...

Rapidly declining inflation poses a challenge to revenue growth and earnings. So what should investors look out for to identify the winners from here?

----- Transcript -----

Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and ...

When it comes to economic talk, inflation is a major topic these days. But the word for “getting inflation to slow down a bit” isn’t as well known. In this episode, we’ll talk to economists who tell us what the difference is between “disinflation” and “deflation” and why the Fede ...  Show more

With our friends from “Million Bazillion,” we discuss why talking to kids about money should be a regular thing. We’ve entered the window of time for the reporting of second quarter earnings, but the specter of inflation has cast a shadow over companies’ expected profit numbers. ...  Show more