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Top Tracks
1
Michelle Weaver: A Very Different Holiday Shopping Season
2
End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2
3
New Year, New Investment Themes?
4
The Future of North American Trade
5
Seth Carpenter: Can Inflation Continue To Come Down?
6
Corporate Credit at a Crossroads?
7
Why a Tariff Ruling Could Mean Consumer Relief
8
U.S. Public Policy: Tax Provisions in the Inflation Reduction Act
9
Todd Castagno: Should Shareholders Care About Stock-Based Compensation?
10
U.S. Economy: Renegotiating the Debt Ceiling
11
Michael Zezas: U.S. Policy and Investment Restrictions on China
12
Michael Zezas: The State of U.S. Policy
13
End-of-Year Encore: Macro Economy: The 2024 Outlook
14
Are Any Stocks Immune to Tariffs?
15
Special Encore: So, What’s the Story?
16
Special Episode: Tax-Efficient Strategies
17
Matt Hornbach: Getting Real on Yields for TIPS
18
Special Episode: New Challenges for The US Consumer
19
Special Episode: All Eyes on Ukraine
20
Special Episode, Pt. 1: Two Kinds of Inflation
21
Special Episode: Inflation, Energy and the U.S Consumer
22
Andrew Ruben: Can eCommerce Sustain its Uptrend?
23
Global Politics: The Opportunity for Mexico
24
Andrew Sheets: How Useful is Investor Sentiment?
25
Andrew Sheets: Big Moves From The Fed
26
Simon Waever: Is an EM Debt Crisis Coming?
27
Michael Zezas: What Will China’s Reopening Mean for the U.S.?
28
Ravi Shanker: A Bullish Outlook for Airlines
29
Global Thematics: Earthshots Take on Climate Change
30
Sarah Wolfe: Are Consumers Going to Pull Back on Spending?
31
U.S. Retail: A Tale of Two Halves
32
Mike Wilson: The Risk of a Credit Crunch
33
Andrew Sheets: What is Behind Equity Market Strength?
34
U.S Housing: Is there Still Strength in the Housing Market?
35
2024 U.S. Autos Outlook: Should Investors Be Concerned?
36
Can Japanese Equities Rally in 2024?
37
Are These Gen AI’s Next Big Winners?
38
What’s Next for Money Market Funds?
39
Global Questions About the US Elections
40
Making Sense of a Whirlwind Week
41
What’s Next for Japan After Rate Hike?
42
Shaky Labor Data Pressures Equity Markets
43
More Talk, Less Action Could Be Good for Credit Markets
44
The Many Potential Policy Paths of Trump’s Second Term
45
Special Encore: What’s Ahead for Markets in 2025?
46
A Mixed Bag for Retail and Consumer Sectors
47
Tariffs and Tech Challenge Stocks
48
Trump 2.0 and the Latest on Tariffs
49
Trump 2.0 and the Future of Energy
50
Time for a Bull Market Correction?
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