Market Currents

Market Currents

Pull back the curtain on financial trends. Wealth Management Chief Investment Officer Katie Nixon tackles big market questions to help you distinguish between fact, fiction and theory.

Episodes

October 7, 2022 24 min

This year has offered little shelter to investors trying to avoid downdrafts across all asset classes. Inflation has been stickier and more unpredictable than expected. The Federal Reserve and global central banks have been more hawkish as they struggle to manage inflation without creating economic harm. Global interest rates have been extremely volatile with consequences for stock valuations as equity prices and corporate earnings...

Mark as Played

The first quarter of 2022 saw negative returns across the U.S. bond market as persistently rising inflation surprised central bankers and bond investors alike. Dramatically rising interest rates have focused bondholders’ attention on fixed-income investments – even provoking some to abandon the asset class entirely.  

In this episode of Market Currents, Northern Trust’s Katie Nixon welcomes Peter Mladina, director of portfolio rese...

Mark as Played

The war between Russia and Ukraine is a direct conflict between two of the world’s biggest commodity exporters, causing disruptions that will be felt for years. As European leaders seek to reduce or eliminate their countries’ exposure to Russian energy supplies and western companies voluntarily exit the country, maybe never to return, the conflict is reshaping global energy markets. 

In this episode of Market Currents, Jackson Hock...

Mark as Played

While the U.S. stock market has outperformed European indices for years, it is important to remain aware of the benefits of global diversification. And recently, we have begun to see changes in Europe giving us greater confidence in this view: European economic growth is expected to slightly outpace the U.S. this year, and equity market valuations have come down, potentially offering a more attractive entry point for geopolitical, ...

Mark as Played

Several months ago, it appeared as if a return to normalcy from the COVID-19 pandemic could be in sight. Primarily due to the spread of the Delta variant, however, the picture has become considerably more clouded. With individuals, companies, medical authorities and governments all continuing to react to the changing dynamics, and corresponding information and opinions broadcast 24/7, the landscape can be confusing and muddled. In ...

Mark as Played

As economic reopening continues and supply-demand imbalances lead to price increases, investors are understandably fixated on the future path of interest rates — a key driver of future growth and returns. But in this particularly unusual period of economic history, what will the Fed do?

Many believe higher inflation is transitory and that the Fed should wait it out. Others argue that it should take action now to get ahead of a pote...

Mark as Played

As the U.S. economy continues to reopen amid relaxed COVID-19 mitigation measures, pent-up demand is outstripping supply in many cases. One acute example is in the semiconductor chip industry, which provides “the brain” inside a wide range of products that power our modern lives, including smartphones, cars and even washing machines. 

In this episode, Northern Trust’s Katie Nixon is joined by Senior Technology Analyst Deborah Koch ...

Mark as Played

Summary:

Concerns about inflation have filled financial headlines recently as U.S. consumers reemerge from their homes and take note of higher prices and supply shortages in certain areas of the economy. But will higher inflation last? Or will it quickly revert back to more modest levels seen in recent decades? 

In this episode, Northern Trust’s Katie Nixon is joined by Chief Economist Carl Tannenbaum to sort through this important...

Mark as Played

Does value investing still work?

After many years of underperformance, value stocks have shown signs of life in 2021 as investors’ conviction in strong economic recovery has gained momentum. 

Is this a turning point for value, or simply a short-term pop? Will value redeem itself, or will investors find their way back to growth stocks over the long term? Is something different this time? 

To help investors answer these important que...

Mark as Played

Popular Podcasts

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    Crime Junkie

    If you can never get enough true crime... Congratulations, you’ve found your people.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.

    Morbid

    It’s a lighthearted nightmare in here, weirdos! Morbid is a true crime, creepy history and all things spooky podcast hosted by an autopsy technician and a hairstylist. Join us for a heavy dose of research with a dash of comedy thrown in for flavor.

    The Dan Bongino Show

    He’s a former Secret Service Agent, former NYPD officer, and New York Times best-selling author. Join Dan Bongino each weekday as he tackles the hottest political issues, debunking both liberal and Republican establishment rhetoric.

Advertise With Us

For You

    Music, radio and podcasts, all free. Listen online or download the iHeart App.

    Connect

    © 2023 iHeartMedia, Inc.