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Thoughts on the Market
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Special Episode, Part 2: Digging Deeper into Delta

8 min•30 juli 2021

On this episode we continue our close look at the COVID-19 Delta variant including boosters, the outlook for fall/winter and the impact on markets.

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U.S Consumer Spending Meets Caution
•4 min
U.S.-Iran Truce: What’s Next?
•10 min
The Real Risks of Oil Price Spikes
•5 min
Riding the Final Innings of the Market Correction
•5 min
How the Oil Shock Is Reshaping Markets
•5 min
Oil Markets Ahead: Pricing In More Risk
•13 min
A New Test for Private Credit
•9 min
A Bull Market May Be Closer Than It Looks
•5 min
Inside Credit Market’s Issuance Boom and Private Lending Risks
•11 min
Why Fed Rate Cuts Could Be Pushed Back
•12 min

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