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

20.03.2023 Weekly: Is Monetary Tightening Coming to an End?

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.


March 20, 2023

10.03.2023 Weekly: Silicon Valley Bank: Is It Unique and What Are The Implications?

CEO/CIO Chris Wallis details the recent developments surrounding Silicon Valley Bank and the broader implications on the financial system.


March 10, 2023

08.03.2023 Weekly: Leading Indicators and Positioning In The Short Term

CEO/CIO Chris Wallis examines disruptions in banks, commercial and residential real estate as leading indicators and thoughts on positioning for the near term.


March 08, 2023

28.02.2023 Weekly: February Melt Up, Path Ahead, Ukraine Anniversary

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.


February 28, 2023

15.02.2023 Weekly: Sticking to The Script and Working Through Earnings Season

CEO/CIO Chris Wallis walks through the recent market action and expectations.


February 15, 2023

18.01.2023 Weekly: Soft Landing, Series of Resets, and Adapting Asset Allocation

CEO/CIO Chris Wallis runs through the current economic setup, a series of resets looming, and near term positioning.


January 18, 2023

04.01.2023 Weekly: Energy Support, Tech Hit Hard, Fed Options

CEO/CIO Chris Wallis kicks off 2023 reviewing the energy market, rotation away from tech, and what options exist for the Fed.


January 04, 2023

21.12.2022 Weekly: Bank of Japan and We’re On to 2023

CEO/CIO Chris Wallis details BoJ's yield curve policy change, wraps up 2022, and thoughts as we roll into 2023.


December 21, 2022

14.12.2022 Weekly: CPI Celebration, QTD Rallies, Thinking Ahead to 2023

CEO/CIO Chris Wallis breaks down yesterday's encouraging CPI print, the 4Q22 rally, and how the VN team is preparing for 2023.


December 14, 2022

01.12.2022 Weekly: Market Pop Inflation Tells and Breadth and Depth of Correction

CEO/CIO Chris Wallis breaks down the strong market response to Powell’s commentary, inflation data takeaways, and the breadth and depth of the correction.


December 01, 2022

17.11.2022 Weekly: A CPI Pop and FTX Reverberations

CEO/CIO Chris Wallis covers the market's strong response to positive CPI news and the FTX fallout.


November 17, 2022

09.11.2022 Weekly: Midterm Gridlock, Earnings Trends, And A Coin Flip

CEO/CIO Chris Wallis notes the impact of mid-term election gridlock on the market, earnings season trends, and likelihood of a market rally through year end.


November 09, 2022

03.11.2022 Weekly: October Rally, Another Fed Raise, Sustained Inflation

CEO/CIO Chris Wallis diffuses the October Rally, weighs in on the Fed raise, and thoughts on sustained higher inflation.


November 03, 2022
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