Vaughan Nelson’s CEO/CIO Chris Wallis explores macroeconomic trends and the impact on equities markets in his podcast series.

22.09.2022 Weekly: Another 75bps and USD Strength

CEO/CIO Chris Wallis recaps the Fed’s most recent 75bps hike and the impact of continued USD strength.

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  • September 22, 2022

14.09.2022 Weekly: Correcting Through Time or Price

CEO/CIO Chris Wallis touches on yesterday’s CPI print and corresponding selloff, climate around a Fed pivot, and correcting through either time or price.

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  • September 14, 2022

31.08.2022 Weekly: Housing Weakness, European Energy, and S&P Outlook

CEO/CIO Chris Wallis covers the housing weakness trend, the European energy crisis, and S&P 500 earnings estimates and possible price levels.

  • August 31, 2022

24.08.2022 Weekly: A Look at Housing, USD - Euro Relationship, Deepened Market Correction

Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the importance of housing in the US economy, the Euro dropping below the USD, and if the correction over the past week has the market any closer to a bottom.

  • August 24, 2022

18.08.2022 Weekly: Not Yet The Bottom, China Disappoints, and End of Bear Market Signposts

CEO/CIO Chris Wallis discusses the recent market rally, China's disappointing data, and signposts marking the end of the current bear market.

  • August 18, 2022

21.07.2022 Weekly: Market Whipsaw, USD – EURO Parity, Employment Update

CEO/CIO Chris Wallis looks at last week’s inflation print and ensuing whipsaw, the USD and Euro reaching parity, and an employment. update.

  • July 21, 2022

1S22 Recap: Volatility, Recession vs. Inflation, Portfolio Positioning, Energy, The Fed

Vaughan Nelson’s CEO/CIO Chris Wallis revisits the first half of 2022 and covers market volatility, recession vs. inflation, portfolio positioning, energy, and the Fed.

  • July 11, 2022

23.06.2022 Weekly: An Official Bear Market, Energy Pullback, and Staying Solvent

CEO/CIO CW shares his thoughts as the S&P 500 officially entered bear market territory, energy and oil pulled back, and the Fed’s responsibility.

  • June 23, 2022
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