It's been a time of tumult on Wall Street – at the hands of the White House.
US President Donald Trump made his plans for tariffs known on the campaign trail, but their scale has taken the world by surprise.
The sweeping tariffs sent global markets into chaos. Then, with the announcement of a 90-day pause, things calmed down. But that hasn’t done much for pe ... Show More
Mar 18
How the Iran war is threatening water security in the Gulf
Water infrastructure, supply chains and agriculture are now increasingly exposed to geopolitical shocks. As the US-Israeli war on Iran led to attacks on infrastructure across the region, attention is shifting to the energy-water-food nexus, a tightly interconnected system where d ... Show More
15m 47s
Mar 4
How global energy security is being reshaped amid US-Israel and Iran attacks
Missiles are flying overhead and being intercepted in the Gulf region. Days after the US and Israel attacked Iran, it fired back, sending waves of ballistic missiles and drones towards Israeli and US targets, including assets in the Gulf. The escalation quickly spread to regional ... Show More
23m 46s
Apr 2025
Will tariffs lead to a recession?
The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what might that recession look like? Economist and Nobel Laureate Paul Krugman, Goldman ... Show More
25m 40s
Aug 2019
Why Les Nanberg expects a recession before this year ends
Les Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more d ... Show More
59m 38s
Aug 2025
Trump Targets the Fed, French Markets in Turmoil & UK Inflation Surges Again
Piers is back on the mic, and just in time. The markets are heating up and so is the political pressure. In this episode, Anthony and Piers unpack Trump’s latest attack on the Federal Reserve, this time zeroing in on Governor Lisa Cook with allegations of mortgage fraud. Is this ... Show More
45m 5s
<p>Our Head of Corporate Credit Research Andrew Sheets discusses why uncertainty around the election’s outcome could be detrimental for credit investors.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corpora ... Show More
