The Slowdown Scenario

On Tuesday, the Senate Banking Committee will hold hearings to consider the nomination of Kevin Warsh to be the next Fed chair. His confirmation will likely be delayed until the Justice Department’s investigation into Jerome Powell is fully resolved. Despite this, Mr. Warsh’s ans ...  Show more

Evening newspapers, like vinyl records and rotary phones, are fading relics, all victims of the smartphones into which humanity is gradually burying its consciousness. But once, they were a vibrant part of daily life. Growing up in Dublin in the 1970s and 1980s, there were two ev ...  Show more

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. 

----- Transcript -----

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

Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.

Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook.

----- Transcript -----

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

A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.

----- Transcript -----

Welcome to Thoughts on the Market. I'm Mike Wilson, ...