While inflation has eased in recent months, rent costs are still running above pre-pandemic norms. What’s driving the strength in rental markets, and what are the implications for inflation going forward? Join Phoebe White, Head of U.S. Inflation Strategy, and Anthony Paolone, Co-Head of U.S. Real Estate Stock Research, as they explore the latest rent inflat ... Show More
Nov 1
Closing the defense production gap
Modern warfare has exposed a costly gap between what militaries need and what the industrial base can deliver. General Chris Cavoli (Ret.), former Supreme Allied Commander Europe, and Mark Marengo, head of diversified industries investment banking at J.P. Morgan, discuss why clos ... Show More
9m 42s
Oct 29
Sponsors, spreads and stress testing: Navigating 2026’s rate reset
In volatile markets, trade-offs sharpen: pay for certainty now, or preserve flexibility for later. In this episode of Making Sense, Ben Berkey from the corporate derivatives franchise talks with Brian Tramontozzi, head of North American Leveraged Finance Capital Markets, and Kim ... Show More
14m 47s
Oct 26
The evolution of hedge fund performance: From enhancer to diversifier
How is the role of hedge funds evolving? In this episode of Making Sense, John Schlegel, head of the Global Data Assets and Alpha Group for Prime Financial Services, sits down with Kumar Panja, head of the Capital Advisory Group for EMEA, to unpack what they’re seeing across hedg ... Show More
19m 5s
Jun 2024
975: BiggerNews: Rent Price Updates and Why Landlords Are Optimistic About 2024 w/Zumper’s Anthemos Georgiades
The rental market could finally be returning to stability after a wild past four years. Since 2020, we’ve seen rent prices skyrocket almost overnight, with huge asking price increases for single-family homes, multifamily apartments, and everything in between. But that trend quick ... Show More
45m 6s
<p>While the cost of shelter has risen quickly, the measure of housing inflation has been slow to catch up, creating challenges for renters, homeowners and the Fed.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ... Show More
