Assorted business sentiment opinion polls are published, in an otherwise quiet data calendar. This, unfortunately, means that the surveys will get more attention than they deserve because talking heads have little else to talk about. Political polarization and biases in news cycles have depressed sentiment, which has tended to underperform economic reality.
Yesterday
Top of the Morning: Emerging Markets - Back in the spotlight
Alejo rejoins in studio for a mid-year conversation on the Emerging Markets, including a recap of first-half performance drivers, expectations for the second-half, and thoughts on positioning across emerging market assets. Featured is Alejo Czerwonko, Chief Investment Officer for ... Show More
12m 34s
Jul 9
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopolitical risks out there for investors to consider, Jordan explains what is top of mind for his team at AQR, and shares guidance when i ... Show More
15m 4s
Nov 2023
The Media is Missing Something Big in Biden’s Bad Polling Numbers
Today’s episode is about the question of the moment in politics: the meaning of Joe Biden’s terrible polling numbers. Today’s guest is Nate Cohn, chief political analyst at the New York Times, where he does public opinion, polling, demographics, and politics. We talk about the no ... Show More
50m 41s
Oct 2024
Spotlight on the US Elections
Three big things you need to know: First, our survey results, which are bottom-up in nature and driven by domestic policy views, imply that the event is relevant to US equity markets, but perhaps less so than some market participants may believe. For our US analysts, a Republican ... Show More
6m 30s
Apr 29
NPR Poll: Many Voters Give Trump Failing Grade
As Donald Trump approaches the 100th day of his second term, most voters are not impressed. Majorities disapprove of his performance on key issues, like immigration and the economy, and almost half give his overall performance an F on an A through F scale. Only a slim majority of ... Show More
12m 29s
Mar 2025
Poll: Majority Thinks Trump Is Making Changes Too Quickly
In a new NPR/PBS News/Marist poll, a majority of respondents think the state of the union is not strong, and that President Trump is moving too quickly in trying to reshape the federal government. This episode: political correspondent Sarah McCammon, senior political editor and c ... Show More
14m 20s
Nov 2024
Election Aftermath and Economic Outlook: Navigating the New Administration’s Impact on Markets | Money Moves
Episode Title: “Election Aftermath and Economic Outlook: Navigating the New Administration’s Impact on Markets” Episode Summary: This week, Matty A and Ryan Breedwell dive into a pivotal post-election discussion that touches on market movements, consumer spending trends, and poli ... Show More
56m 14s