Updating forecasts as jobs market has weakened
As summer fades into fall, what do recent job market changes mean for the economy? In this new Market Pulse podcast, Transamerica Asset Mana...
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Market Pulse: Tom Wald
Transamerica Asset Management, Inc. CIO Tom Wald talks about what investors need to know in a changing market environment.
Episodes
20 of 44 episodesMarket Catalysts at Work (08/25)
After navigating some turbulence following “Liberation Day” on April 2, the Dow Jones Industrial Average, the S&P 500®, and the Nasdaq compo...
Transamerica Asset Management, Inc., 2025 Mid-Year Market Outlook (07/25)
Markets often seek to climb a “Wall of worry,” and they had plenty of climbing to do in the first half of 2025. Despite tariff uncertainty,...
Tariffs and Market Volatility (03/25)
The S&P 500 was soaring on February 19, hitting a record-high close. It didn’t take long for things to turn south. As President Trump follow...
Transamerica Asset Management, Inc., 2025 Market Outlook (12/24)
The old saying goes, “Markets don’t always go up because of what happens, but often because of what doesn’t happen.” The past year saw marke...
Turning the Page (09/24)
Funny thing about the markets — sometimes they behave in ways that correspond with the general aura of events occurring in the world around...
2024 Mid-Year Market Outlook (07/24)
After an eventful first half of 2024, what can investors expect over the rest of the year? In a new Market Pulse , Transamerica Asset Manage...
Stocks Reach Record Highs: Where from Here? (06/24)
The most recent bear market appears to have come and gone, and stocks have rallied to reach all-time highs amid concerns about a possible re...
Resetting Rate Expectations (04/24)
It’s understandable if some investors feel these days a little like Charlie Brown trying to kick a football, only to see Lucy pull it away a...
Upgrading Views on the Economy and Stocks (03/24)
Things are not all rainbows and puppy dogs these days, but growth for the U.S. economy and corporate earnings has looked stronger early in 2...
Transamerica Asset Management, Inc. 2024 Market Outlook (12/23)
How will markets respond to a potential recession in 2024? Where should fixed income investors be in the year ahead? What catalysts may push...
November Fed Meeting and Recent Market Volatility (11/23)
In recent weeks, long-term interest rates surged before reversing course. Economic data was strong, then slowed. Stocks corrected and then r...
4Q 2023 Market Outlook: Interest Rates and Market Volatility (10/23)
What should investors make of the recent market sell-off? What has the sharp increase in long-term interest rates meant for stocks and bonds...
Transamerica Asset Management, Inc., 2023 Mid-Year Market Outlook (07/23)
Halfway through 2023, is it “game on” for investors? Last year’s brutal bear market compelled many to get out of the game, and we are not ou...
Is the Fed Done? (05/23)
At the conclusion of its May meeting, the Federal Reserve did not clearly indicate if it plans to raise interest rates again in June or paus...
Banks and Interest Rates (04/23)
The Federal Reserve’s decision to raise interest rates again in March was expected. The collapse of two respected banks was not. These are i...
Here Is What’s Different So Far in 2023 (03/23)
The market landscape changed over the first two months of 2023, and investor expectations followed. Tom Wald, CIO of Transamerica Asset Mana...
Transamerica Asset Management (TAM) - 2023 Market Outlook (12/22)
Good riddance, 2022. That’s probably how many investors feel about the end to a year that saw stocks and bonds suffer meaningful losses. And...
Market Catalysts for the Year Ahead (12/22)
There have been few places for stock and bond investors to hide over the past 12 months, but is there reason to believe markets may react mo...
Battling the Bear (10/22)
A September sell-off sent stocks stumbling to their lowest point since November 2020, and longer-term bond yields, as measured by the 10-yea...