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Apr 24, 2023

This week, Phil is joined by his colleagues from the Market Research team: Aidan Redmond, Michael Meechan, and Ben Dennis. Each analyst tackles notable topics of interest as they relate to the larger market picture, including what’s happening in UK/European markets, Q1 earnings reports, and the potential rate...

Apr 17, 2023

Listen to this week's podcast where Phil discusses first quarter earnings contraction, sideways markets, and India passing China in population demographics.

Apr 10, 2023

“Is this a season of renewal, or are we on the cusp of a significant, deep, and wide recession?” Phil assesses recent economic data, pending inflation numbers, and the stock market. Noted this week: we’re seeing a renewed interest in the “Made in the USA” logo as traditional manufacturing pops up near urban...

Apr 3, 2023

This week, Phil and special guest Torsten Slok, Chief Economist at Apollo Global Management, Inc., discuss inflation, recession potential, and overall market dynamics. What will it take to get the Fed to pivot on rates? Tune in for this not-to-miss episode!