In the fallout of one of the most volatile American elections ever financial markets did something very strange, they rose, and rose to new record levels, again.
This would be unusual during even a normal election, where most investors tend to sit back and wait for the dust to settle but it is especially strange in 2020.
Joe Biden, who everybody is at least ... Show More
Dec 22
Did China Just Drop The Ball On Global Dominance?
China’s position as the world’s factory is shifting. Growth is slowing to approximately 4-5%, wages are rising, the workforce is shrinking due to an aging population, the property crisis is weighing on GDP, and Western tariffs are restricting exports. For decades, China produced ... Show More
16m 15s
Dec 2
A Short Story About Why You Cannot Buy A House
Home ownership is now unattainable in every major city worldwide. For the first time, none of the 95 cities tracked by Demographia are considered affordable. In cities such as Hong Kong (14.4 times income), Sydney (13.8 times), Vancouver, London, and San Francisco, housing prices ... Show More
12m 51s
Nov 17
The $400 Trillion Problem No One Wants to Talk About
The world’s pension promise is unraveling. In the 1950s, sixteen workers supported each retiree; today, that number has shrunk to just 2.7. This dramatic shift is straining pay-as-you-go pension systems to the breaking point. By 2050, one in six people will be over 65, yet politi ... Show More
17m 5s
Nov 2021
Inflation and the Stock Market: A complicated history
Sam Stovall, Chief Investment Strategist for CFRA Research, joins the show to walk us through how historic rises in inflation have impacted markets, and what we should watch out for this time. Plus, speculation reverses as the hottest stocks of early 2021 have fallen from grace, ... Show More
26m 54s
Dec 2021
Goldman Sachs’ David Solomon: Market Uncertainty, Inflation & Crypto
<p>Congress and the Federal Reserve will have more impact on what happens to the economy and markets than the pandemic, according to Goldman Sachs CEO David Solomon, who joins Squawk Box exclusively from the bank’s headquarters in Manhattan. With support from both starting to fad ... Show More
30m 14s
<p>With the debt ceiling debate seemingly making little headway, it may be critical for investors to track market developments in the near future.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed I ... Show More
