Vaughan Nelson Podcasts
CEO/CIO Chris Wallis covers the latest on the debt ceiling, Fed rate action, and potential market outcomes from here.
CEO/CIO Chris Wallis joins to review a busy week full of a Fed rate raise, further banking troubles, USD status questioned, a rapidly approaching debt ceiling, and pushing out a recovery.
CEO/CIO Chris Wallis looks ahead to 1Q23 GDP expectations, covers recent earnings, and an update on regional banks.
CEO/CIO Chris Wallis reiterates his base case, data points worth watching, and energy market implications resulting from Saudi Arabia and Iran restoring relations.
CEO/CIO Chris Wallis breaks down the latest from yesterday's Fed meeting, rate hike, and the unlikely scenario of fully insuring bank deposits.
CEO/CIO Chris Wallis shares his thoughts on monetary tightening, the fed's upcoming decision, and impact of the past two weeks on decelerating growth and stabilization.
CEO/CIO Chris Wallis details the recent developments surrounding Silicon Valley Bank and the broader implications on the financial system.
CEO/CIO Chris Wallis examines disruptions in banks, commercial and residential real estate as leading indicators and thoughts on positioning for the near term.
CEO/CIO Chris Wallis discusses the played out February melt up, reviews his position on current market conditions and second half indicators, and global economic changes resulting from a year of Russia – Ukraine conflict.
CEO/CIO Chris Wallis walks through the recent market action and expectations.
CEO/CIO Chris Wallis runs through the current economic setup, a series of resets looming, and near term positioning.
CEO/CIO Chris Wallis kicks off 2023 reviewing the energy market, rotation away from tech, and what options exist for the Fed.
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