Bra podd

Special Encore: Global Autos: Are China’s Electric Vehicles Reshaping the Market?

21 augusti 2023 | 10 min

Andrew Sheets: The Positive Side of Higher Rates

18 augusti 2023 | 4 min

Chetan Ahya: Can China Avoid a Lost Decade?

17 augusti 2023 | 4 min

Michael Zezas: The Risks of a U.S. Government Shutdown

16 augusti 2023 | 3 min

Jonathan Garner: A Bullish Turn for India

15 augusti 2023 | 5 min

Mike Wilson: Fiscal Policy Continues to Drive U.S. Economic and Market Performance

14 augusti 2023 | 4 min

U.S. Equities: Valuations Still Matter

11 augusti 2023 | 10 min

Pharmaceuticals: The Investment Opportunity in Obesity Treatment

10 augusti 2023 | 7 min

Michael Zezas: The Impact of New Investment Limitations in China

9 augusti 2023 | 2 min

Social Investing: The Future of Sustainability

8 augusti 2023 | 10 min

U.S Housing: U.S Housing Market Remains Tight for Buyers

7 augusti 2023 | 6 min

Andrew Sheets: Why Are Rates Up and Stocks Down?

4 augusti 2023 | 3 min

Ron Kamdem: ‘Bifurcation’ in Global Office Real Estate Markets

3 augusti 2023 | 4 min

Michael Zezas: How Will the U.S. Credit Downgrade Affect Markets?

3 augusti 2023 | 3 min

Vishy Tirupattur: Corporate Credit Risks Remain

1 augusti 2023 | 3 min

Mike Wilson: A New Cyclical Upturn?

31 juli 2023 | 4 min

Andrew Sheets: Unexpected Behavior in Markets

28 juli 2023 | 3 min

Global Autos: Are China’s Electric Vehicles Reshaping the Market?

27 juli 2023 | 10 min

Michael Zezas: Elections and Their Influence on Markets

26 juli 2023 | 3 min

Mike Wilson: Expanding Valuations in Equity Markets

25 juli 2023 | 3 min

Erik Woodring: India’s Smartphone Market Poised to Take Off

24 juli 2023 | 4 min

Japan: A New Era for Japanese Equities

21 juli 2023 | 6 min

Japan: Finding Opportunity Across Sectors

20 juli 2023 | 8 min

Chetan Ahya: A Bullish Outlook on Japan

19 juli 2023 | 3 min

Sarah Wolfe: Student Loan Restart Draws Nearer

18 juli 2023 | 4 min

Mike Wilson: Disinflation and Equities

17 juli 2023 | 4 min

Vishy Tirupattur: Are Bonds Primed for a Comeback?

14 juli 2023 | 3 min

Ravi Shanker: Decarbonizing Aviation

13 juli 2023 | 4 min

Michael Zezas: Looking to the Treasury Market

12 juli 2023 | 3 min

Shawn Kim: The Double-Edged Sword of AI Technologies

11 juli 2023 | 3 min

Mike Wilson: All Eyes on Earnings

10 juli 2023 | 4 min

James Lord: The Dollar’s Resiliency

7 juli 2023 | 3 min

Terence Flynn: AI Opportunities in Healthcare

6 juli 2023 | 3 min

Michael Zezas: Investing in New Geographies

5 juli 2023 | 3 min

Special Encore: Asia’s Economy Outlook - Recovery Picking Up Steam

3 juli 2023 | 4 min

Special Encore: Mid-Year U.S. Consumer Outlook - Spending, Savings and Travel

30 juni 2023 | 8 min

U.S Housing: The Market Is Not a Monolith

29 juni 2023 | 6 min

Corporate Credit Outlook: Higher Interest Rates Challenge Lower-Quality Borrowers

28 juni 2023 | 3 min

Ed Stanley: Key Lessons as AI Goes Mainstream

27 juni 2023 | 5 min

Emerging Markets: Climate Finance and Credit

26 juni 2023 | 8 min

Mid-Year U.S. Dollar Outlook: An Important Driver for Returns

23 juni 2023 | 3 min

Mid-Year U.S. Economic Outlook: Will the Fed Continue to Hike?

22 juni 2023 | 3 min

Mid-Year Global Oil Outlook: Neutral or Constructive?

21 juni 2023 | 4 min

Mid-Year Macro Markets Outlook: Slow Growth and Sticky Inflation

21 juni 2023 | 3 min

Fixed Income: A Sweet Spot for Munis

16 juni 2023 | 5 min

Asia’s Economy Outlook: Recovery Picking Up Steam

15 juni 2023 | 3 min

Andrew Sheets: Will Markets Stay Resilient?

14 juni 2023 | 3 min

European Equities Outlook: Short-Term Pain, Long-Term Gain

13 juni 2023 | 4 min

Mike Wilson: A Historically Concentrated Market

12 juni 2023 | 5 min

Mid-Year Strategy Outlook: Risk/Reward in Currency and Commodities

9 juni 2023 | 10 min

Mid-Year Economic Outlook: A Dichotomy Worth Watching

8 juni 2023 | 11 min

Michael Zezas: After the Debt Ceiling, What’s Next?

7 juni 2023 | 2 min

Mid-Year U.S. Consumer Outlook: Spending, Savings and Travel

6 juni 2023 | 8 min

Mike Wilson: Earnings Cycle Still Running Short and Hot

5 juni 2023 | 4 min

Special Encore: Erik Woodring: Are PCs on the Rebound?

2 juni 2023 | 4 min

Adam Jonas: The Inconvenient Truths About EV Batteries

1 juni 2023 | 4 min

Michael Zezas: A Step Forward in the Debt-Ceiling Debate

31 maj 2023 | 2 min

Seth Carpenter: Government Bonds and the Debt Ceiling

30 maj 2023 | 3 min

Andrew Sheets: Unresolved Questions Create Market Uncertainty

26 maj 2023 | 3 min

Jonathan Garner: Japan’s Equities Continue to Rally

25 maj 2023 | 3 min

Michael Zezas: The G7 Meeting and its Impact on Markets

24 maj 2023 | 2 min

U.S Housing: Is there Still Strength in the Housing Market?

23 maj 2023 | 7 min

Mike Wilson: Beware a False Market Breakout

22 maj 2023 | 4 min

Ellen Zentner: Is a Soft Landing for the U.S. Still Possible?

19 maj 2023 | 3 min

Andrew Sheets: Is Market Volatility on the Decline?

18 maj 2023 | 3 min

Vishy Tirupattur: The Outlook for Lending

17 maj 2023 | 4 min

Mike Wilson: Investors Face Uncertainty in Stock Performance

16 maj 2023 | 5 min

Special Encore: Mark Purcell: The Evolution of Cancer Medicines

15 maj 2023 | 4 min

Sustainability: Tech Transformation in the Education Market

12 maj 2023 | 10 min

Erik Woodring: Are PCs on the Rebound?

11 maj 2023 | 4 min

Michael Zezas: Debt Ceiling Uncertainty and Financial Markets

10 maj 2023 | 3 min

Martijn Rats: A Change in the Global Oil Market

9 maj 2023 | 4 min

Mike Wilson: Earnings, The Fed and Consumer Spending

8 maj 2023 | 4 min

Andrew Sheets: The Prospect of a Pause in Rate Hikes

5 maj 2023 | 3 min

Graham Secker: Will European Equity Resilience Continue?

4 maj 2023 | 4 min

Michael Zezas: Congress Contends with the Debt Ceiling

3 maj 2023 | 3 min

Global Economy: Global Challenges Drive Productivity Investment

2 maj 2023 | 6 min

Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation

1 maj 2023 | 3 min

Ed Stanley: The Risky Path to a Multipolar World

28 april 2023 | 3 min

Matthew Hornbach: The Return of Government Bonds

27 april 2023 | 3 min

Michael Zezas: The Great Productivity Race

26 april 2023 | 3 min

Andrew Sheets: The U.S. Dollar and Cross-Asset Portfolios

25 april 2023 | 3 min

Sustainability: Decarbonization in the Steel Industry

24 april 2023 | 8 min

Andrew Sheets: What is Behind Equity Market Strength?

21 april 2023 | 3 min

Mark Purcell: The Evolution of Cancer Medicines

20 april 2023 | 4 min

Michael Zezas: The Costs of a Multipolar World

19 april 2023 | 3 min

Vishy Tirupattur: Tumult in the Banking Sector

18 april 2023 | 4 min

Mike Wilson: Credit Crunch in the U.S Equity Markets

17 april 2023 | 4 min

Sustainability: The Risks and Benefits of A.I

14 april 2023 | 8 min

Jonathan Garner: Asia Equities Rally Once More

13 april 2023 | 3 min

Chetan Ahya: Global Impacts on Asia's Growth

12 april 2023 | 4 min

U.S Housing: The Future of Mortgage Markets

11 april 2023 | 4 min

Diego Anzoategui: Goods, Services and the Shape of China’s Reopening

10 april 2023 | 4 min

Ellen Zentner: The Lagging Effects of Loan Growth

6 april 2023 | 3 min

Michael Zezas: What the ‘X-Date’ Means for Investors

5 april 2023 | 3 min

Seth Carpenter: China’s Impact on Global Growth

4 april 2023 | 4 min

Mike Wilson: Not All Bank Reserves Are Created Equal

3 april 2023 | 4 min

Andrew Sheets: Be Careful What You Wish For

31 mars 2023 | 3 min

Vishy Tirupattur: A Challenging Road for Commercial Real Estate

30 mars 2023 | 3 min

Lauren Schenk: Analyzing the Online Dating Market

29 mars 2023 | 3 min

Introducing: What Should I Do With My Money?

29 mars 2023 | 3 min

Graham Secker: A Moment of Calm for European Equities

28 mars 2023 | 3 min

Mike Wilson: Is Banking Stress the Last Straw for the Bear Market?

27 mars 2023 | 4 min

Global Economy: Central Bank Policy in a Time of Volatility

25 mars 2023 | 9 min

Special Encore: U.S. Pharmaceuticals - The Future of Genetic Medicine

23 mars 2023 | 8 min

Global Thematics: Emerging Markets Face Rising Debt Levels

22 mars 2023 | 7 min

Vishy Tirupattur: The Coming Challenges for Bank Credit

21 mars 2023 | 3 min

Mike Wilson: The Risk of a Credit Crunch

20 mars 2023 | 4 min

Sustainability: Energy-Efficient Buildings in Europe

17 mars 2023 | 6 min

Michael Zezas: A New Dynamic for U.S. Banking

16 mars 2023 | 2 min

Cryptocurrency: The Issue of Regulation

15 mars 2023 | 9 min

Martijn Rats: Differing Prospects for Oil & Gas

14 mars 2023 | 4 min

Mike Wilson: What Bank Wind-Downs Mean for Equities

13 mars 2023 | 4 min

U.S. Tech: The Future of Artificial Intelligence

10 mars 2023 | 12 min

Andrew Sheets: A Test for U.S. Growth

9 mars 2023 | 3 min

Chetan Ahya: Is Asia’s Growth Bouncing Back?

8 mars 2023 | 3 min

Special Encore: Andrew Sheets - The Impact of High Short-Term Yields

7 mars 2023 | 3 min

Mike Wilson: A Strong Rebound for Markets

6 mars 2023 | 4 min

U.S. Economy: The Next American Productivity Renaissance, Pt. 2

3 mars 2023 | 8 min

U.S. Economy: The Next American Productivity Renaissance, Pt. 1

2 mars 2023 | 8 min

Michael Zezas: The Global Impact of the Inflation Reduction Act

1 mars 2023 | 2 min

Sarah Wolfe: The Fed Versus Economic Resilience

28 februari 2023 | 3 min

Mike Wilson: Is the Worst of this Earnings Cycle Still Ahead?

27 februari 2023 | 3 min

Andrew Sheets: The Impact of High Short-Term Yields

24 februari 2023 | 3 min

Sustainability: Carbon Offsets and the Issue of Greenwashing

24 februari 2023 | 8 min

U.S. Housing: Is Activity About to Pick Up?

22 februari 2023 | 7 min

Graham Secker: Are European Equities Still Providing Safety?

21 februari 2023 | 3 min

Andrew Sheets: Falling Expectations for Global Equities

17 februari 2023 | 3 min

Daniel Blake: The End of an Era for Japan

16 februari 2023 | 4 min

Michael Zezas: Understanding the Impact of Elections

15 februari 2023 | 3 min

U.S. Consumer: What’s Coming for Spending in 2023?

14 februari 2023 | 8 min

Seth Carpenter: Can Inflation Continue To Come Down?

13 februari 2023 | 5 min

Andrew Sheets: The Complexities of Market Risk

10 februari 2023 | 3 min

Vishy Tirupattur: A Change in Fed Policy Expectations

9 februari 2023 | 4 min

Michael Zezas: The State of U.S. Policy

8 februari 2023 | 3 min

Latin America Economy: The Possibility of Opportunity in 2023

7 februari 2023 | 9 min

U.S. Pharmaceuticals: The Future of Genetic Medicine

6 februari 2023 | 8 min

Andrew Sheets: Where Could Market Strength Persist?

3 februari 2023 | 3 min

Jonathan Garner: Tracking Asia and EM Outperformance

2 februari 2023 | 3 min

Michael Zezas: U.S. Policy and Investment Restrictions on China

1 februari 2023 | 2 min

Matt Hornbach: A Narrative of Declining Inflation

31 januari 2023 | 3 min

Mike Wilson: Fighting the Fear of Missing Out

30 januari 2023 | 4 min

Andrew Sheets: The Choice Between Equities and Cash

27 januari 2023 | 2 min

Graham Secker: An Upturn for European Equities

26 januari 2023 | 4 min

U.S. Economy: Renegotiating the Debt Ceiling

25 januari 2023 | 9 min

U.S. Retail: A Tale of Two Halves

24 januari 2023 | 10 min

Mike Wilson: A Shift in Recession Views

23 januari 2023 | 4 min

Andrew Sheets: What is an Optimal Asset Allocation?

20 januari 2023 | 3 min

U.S. Housing: Will Activity Continue to Slow?

19 januari 2023 | 5 min

Michael Zezas: The Year of the Long-Term Investor

18 januari 2023 | 3 min

Ed Stanley: Key Themes for 2023

17 januari 2023 | 5 min

Andrew Sheets: Will Emerging Market Outperformance Hold?

13 januari 2023 | 3 min

Michael Zezas: Bringing Semiconductors to North America

12 januari 2023 | 2 min

Quantitative Strategies: A 2023 Return?

11 januari 2023 | 10 min

Mike Wilson: Challenging the Consensus on 2023

10 januari 2023 | 4 min

Martijn Rats: The 2023 Global Oil Outlook

9 januari 2023 | 4 min

Andrew Sheets: Lessons from Last Year

6 januari 2023 | 3 min

Chetan Ahya: Has Inflation in Asia Peaked?

5 januari 2023 | 4 min

Michael Zezas: Gridlock in the House of Representatives

4 januari 2023 | 3 min

Terence Flynn: The Next Blockbuster for Pharma?

3 januari 2023 | 3 min

End-of-Year Encore: 2023 Global Macro Outlook - A Different Kind of Year

30 december 2022 | 12 min

End-of-Year Encore: Global Thematics - What’s Behind India’s Growth Story?

29 december 2022 | 8 min

End-of-Year Encore: Ellen Zentner - Is the U.S. Headed for a Soft Landing?

28 december 2022 | 5 min

End-of-Year Encore: U.S. Outlook - What Are The Key Debates for 2023?

27 december 2022 | 10 min

End-of-Year Encore: U.S. Housing - How Far Will the Market Fall?

23 december 2022 | 7 min

Andrew Sheets: Which Economic Indicators are the Most Useful?

22 december 2022 | 3 min

Michael Zezas: Legislation to Watch in 2023

21 december 2022 | 3 min

Global Thematics: A Breakthrough in Nuclear Fusion

20 december 2022 | 8 min

Mike Wilson: Have Markets Fully Priced an Earnings Decline?

19 december 2022 | 4 min

Andrew Sheets: What Will the End of Rate Hikes Mean?

16 december 2022 | 3 min

Sarah Wolfe: Are Consumers Going to Pull Back on Spending?

15 december 2022 | 4 min

Global Thematics: Earthshots Take on Climate Change

14 december 2022 | 9 min

Ravi Shanker: A Bullish Outlook for Airlines

13 december 2022 | 3 min

2023 Emerging Markets Outlook: Brighter Days Ahead

12 december 2022 | 6 min

Andrew Sheets: A More Promising Start to 2023

9 december 2022 | 3 min

2023 Chinese Economic Outlook: The Path Towards Reopening

8 december 2022 | 7 min

Global Thematics: What’s Behind India’s Growth Story?

7 december 2022 | 7 min

Matt Hornbach: Key Currency Trends for 2023

6 december 2022 | 4 min

Mike Wilson: Why Did Treasury Bonds Rally?

5 december 2022 | 4 min

Ellen Zentner: Is the U.S. Headed for a Soft Landing?

2 december 2022 | 5 min

Jonathan Garner: A Bullish Turn on Asia and Emerging Markets

1 december 2022 | 4 min

Michael Zezas: What Will China’s Reopening Mean for the U.S.?

30 november 2022 | 2 min

Stephen Byrd: A New Approach to ESG

29 november 2022 | 4 min

2023 European Outlook: Recession & Beyond

28 november 2022 | 7 min

Michelle Weaver: A Very Different Holiday Shopping Season

25 november 2022 | 3 min

Michael Zezas: Mixed News from the U.S./China Meeting

23 november 2022 | 3 min

U.S. Outlook: What Are The Key Debates for 2023?

22 november 2022 | 10 min

Mike Wilson: When Will Market Volatility Subside?

21 november 2022 | 4 min

Robin Xing: China’s 20th Party Congress Commits to Growth

18 november 2022 | 4 min

U.S. Housing: How Far Will the Market Fall?

17 november 2022 | 7 min

2023 Global Strategy Outlook: Big Shifts in Dynamics

17 november 2022 | 10 min

2023 Global Macro Outlook: A Different Kind of Year

16 november 2022 | 11 min

Mike Wilson: Dealing With the Late Cycle Stage

14 november 2022 | 4 min

Global Tech: What’s Next for EdTech?

11 november 2022 | 5 min

Michael Zezas: The Midterm Elections’ Market Impact

10 november 2022 | 2 min

Stephan Kessler: What Does the Future Hold for ESG Investing?

9 november 2022 | 3 min

U.S. Media: Will Streaming Overtake Traditional Cable?

8 november 2022 | 6 min

Mike Wilson: Is the U.S. Equity Rally Over?

7 november 2022 | 4 min

Andrew Sheets: A Swing Towards Bonds?

4 november 2022 | 3 min

Labor: Are People Returning to Work?

3 november 2022 | 5 min

Michael Zezas: Preparing for an Uncertain Election

2 november 2022 | 3 min

Private Markets: Uncertainty in the Golden Age

1 november 2022 | 7 min

Mike Wilson: Has the Fed Gone Far Enough?

31 oktober 2022 | 4 min

U.K. Economy: Volatility's Impact Across Markets

28 oktober 2022 | 9 min

U.K. Economy: All Eyes on the U.K.

27 oktober 2022 | 8 min

Seth Carpenter: The Next Steps for the Bank of England

26 oktober 2022 | 4 min

Michael Zezas: Policy Pressure from the U.S. to China

25 oktober 2022 | 2 min

Mike Wilson: What is Causing the Market Rally?

24 oktober 2022 | 3 min

Andrew Sheets: The U.K.’s Struggle to Bring Down Inflation

21 oktober 2022 | 3 min

Graham Secker: Do European Earnings Have Further to Fall?

20 oktober 2022 | 4 min

ESG: How will Evolving Regulations Affect Investment?

19 oktober 2022 | 6 min

Matthew Hornbach: Why U.S. Public Debt Matters

18 oktober 2022 | 3 min

Mike Wilson: Will Bond Markets Follow the Fed?

17 oktober 2022 | 3 min

Andrew Sheets: Overseas, Currency Matters

14 oktober 2022 | 4 min

ESG: A New Framework for Utilities

13 oktober 2022 | 5 min

U.S. Economy: Is Inventory Outpacing Sales?

12 oktober 2022 | 4 min

Seth Carpenter: The Political Economy

11 oktober 2022 | 5 min

Mike Wilson: Earnings Begin to Guide Lower

10 oktober 2022 | 4 min

Chetan Ahya: When Will China’s Economy Reopen?

7 oktober 2022 | 3 min

U.S. Housing: Are Home Prices Decelerating?

6 oktober 2022 | 7 min

Michael Zezas: Shifting Global Supply Chains

5 oktober 2022 | 3 min

Vishy Tirupattur: Can Corporate Credit Provide Shelter?

4 oktober 2022 | 4 min

Mike Wilson: The Problem with the U.S. Dollar

3 oktober 2022 | 4 min

Global Macro: Intervention & Inflation

30 september 2022 | 10 min

Jonathan Garner: An Unusual Cycle for Asia and EM Equities

29 september 2022 | 3 min

Ellen Zentner: The Narrowing Path for a Soft Landing

28 september 2022 | 4 min

Martijn Rats: Will Oil Prices Continue to Fall?

27 september 2022 | 4 min

Mike Wilson: A Sudden Drop for Stocks and Bonds

26 september 2022 | 4 min

U.S. Economy: The Fed Continues to Fight Inflation

23 september 2022 | 8 min

Thematic Investing: Moonshots

22 september 2022 | 8 min

Michael Zezas: Why Isn’t Fed Hiking Impacting Inflation?

21 september 2022 | 3 min

Robin Xing: Can China’s Economy Stabilize Global Growth?

20 september 2022 | 4 min

Seth Carpenter: Tracking the Coming Slowdown

19 september 2022 | 4 min

Andrew Sheets: The Case for Credit

16 september 2022 | 3 min

U.S. Public Policy: The Impact of Student Loan Forgiveness

15 september 2022 | 7 min

Michael Zezas: Why the Midterm Elections Matter

14 september 2022 | 3 min

Daniel Blake: The Resilience of Japanese Equities

13 september 2022 | 4 min

Graham Secker: European Equities Face Earnings Concerns

12 september 2022 | 4 min

Andrew Sheets: The Complex U.K. Economy

9 september 2022 | 3 min

Matthew Hornbach: How Markets Price in Quantitative Tightening

8 september 2022 | 4 min

U.S. Housing: Will Housing Prices Continue to Rise?

7 september 2022 | 6 min

Mike Wilson: Preparing for an Icy Winter

6 september 2022 | 4 min

Andrew Sheets: The State of Play in Markets Globally

2 september 2022 | 3 min

Chetan Ahya: Why are Asia’s Exports Deflating?

1 september 2022 | 4 min

Serena Tang: Global Cross-Asset Risk Premiums

31 augusti 2022 | 4 min

Seth Carpenter: Is a Global Recession Upon Us?

30 augusti 2022 | 4 min

Mike Wilson: The Increasing Risks to Earnings

29 augusti 2022 | 4 min

Andrew Sheets: Is Cash an Efficient Asset Allocation?

26 augusti 2022 | 3 min

Martijn Rats: Rising Gas Prices and Shifting Oil Demand

25 augusti 2022 | 4 min

Jonathan Garner: What's Next for Asia and Emerging Markets?

24 augusti 2022 | 4 min

U.S. Public Policy: The Inflation Reduction Act and Clean Energy

23 augusti 2022 | 8 min

Mike Wilson: Will the Bear Market Rebound Last?

22 augusti 2022 | 4 min

Simon Waever: Is an EM Debt Crisis Coming?

19 augusti 2022 | 3 min

U.S. Public Policy: Tax Provisions in the Inflation Reduction Act

18 augusti 2022 | 5 min

Allocation, Pt. 2: The Value in Diversification

17 augusti 2022 | 6 min

Allocation, Pt. 1: Stock & Bond Correlation Shifts

16 augusti 2022 | 10 min

Ellen Zentner: Cooling Inflation and Shifting Labor Trends

15 augusti 2022 | 4 min

Consumer Spending: Have Consumers Begun to Trade Down?

12 augusti 2022 | 6 min

Sheena Shah: When will Crypto Prices Find a Bottom?

11 augusti 2022 | 4 min

U.S. Public Policy: Will the Inflation Reduction Act Actually Reduce Inflation?

10 augusti 2022 | 5 min

U.S. Housing: Will New Lending Standards Slow Housing Activity?

9 augusti 2022 | 7 min

Josh Pokrzywinski: Deflationary Opportunities

8 augusti 2022 | 4 min

Andrew Sheets: What Can We Learn from Market Prices?

6 augusti 2022 | 3 min

Michael Zezas: The U.S. and China, a History of Competition

4 augusti 2022 | 3 min

Matthew Hornbach: The Fed Pivot That Wasn’t Quite As It Seemed

3 augusti 2022 | 4 min

Pharmaceuticals: The Global Obesity Challenge

3 augusti 2022 | 8 min

Mike Wilson: Are Recession Risks Priced in?

1 augusti 2022 | 4 min

Andrew Sheets: Is 60:40 Diversification Broken?

29 juli 2022 | 4 min

Andrew Sheets: Big Moves From The Fed

28 juli 2022 | 3 min

Michael Zezas: Midterms Remain a Market Factor

27 juli 2022 | 2 min

Jorge Kuri: Buy Now, Pay Later in Latin America

26 juli 2022 | 4 min

Mike Wilson: Is this the End of the Bear Market?

25 juli 2022 | 4 min

Europe: Why is the ECB Increasing their Rate Hikes?

22 juli 2022 | 10 min

Special Encore: Michelle Weaver - Checking On The Consumer

21 juli 2022 | 4 min

Special Episode: The Next Phase of ESG

20 juli 2022 | 9 min

Michelle Weaver: Beneficiaries of China’s Reopening

19 juli 2022 | 3 min

Mike Wilson: Preparing for Potential Recession

18 juli 2022 | 3 min

Andrew Sheets: When Will High Inflation End?

15 juli 2022 | 3 min

Special Encore: Global Equities - Are Value Stocks on the Rise?

14 juli 2022 | 8 min

Michael Zezas: Renewed Motivation In Congress

13 juli 2022 | 3 min

Graham Secker: Will European Earnings Continue to Fall?

12 juli 2022 | 4 min

Mike Wilson: U.S. Dollar Strength vs. Earnings Growth

11 juli 2022 | 3 min

Lauren Schenk: Consumer Spending and Online Dating

8 juli 2022 | 3 min

Michelle Weaver: Checking On The Consumer

7 juli 2022 | 4 min

Michael Zezas: The Impact of Tariff Relief

6 juli 2022 | 3 min

Special Encore: U.S. Housing - Breaking Records not Bubbles

5 juli 2022 | 5 min

Global Equities: Are Value Stocks on the Rise?

1 juli 2022 | 8 min

Jonathan Garner: Why Japan Should Have Investors’ Attention

30 juni 2022 | 4 min

Michael Zezas: Next Steps for the U.S. and China

29 juni 2022 | 3 min

U.S. Fixed Income: When will the Treasury Market Rally?

28 juni 2022 | 10 min

Mike Wilson: The Confounding Bear Market

27 juni 2022 | 4 min

Special Encore: Andrew Sheets - How Useful is Investor Sentiment?

24 juni 2022 | 3 min

Seth Carpenter: A Stark Choice for the European Central Bank

23 juni 2022 | 4 min

Michael Zezas: Evaluating Anti-Inflation Measures

22 juni 2022 | 3 min

Mike Wilson: The Increasing Risk of Recession

21 juni 2022 | 4 min

Andrew Sheets: Balance Sheets Take a Back Seat

17 juni 2022 | 3 min

U.S. Housing: Breaking Records not Bubbles

16 juni 2022 | 5 min

Michael Zezas: Can the Muni Market Provide Shelter?

15 juni 2022 | 2 min

Graham Secker: The High Cost of Capital

14 juni 2022 | 4 min

Mike Wilson: The Decline in Consumer Sentiment

13 juni 2022 | 4 min

Robert Rosener: The Continued Rise in Inflation

10 juni 2022 | 3 min

Andrew Sheets: How Useful is Investor Sentiment?

9 juni 2022 | 3 min

Seth Carpenter: Spiking Food Prices and the Global Economy

8 juni 2022 | 4 min

U.S. Politics: How the Midterms Could Affect Your Tax Rates

7 juni 2022 | 5 min

Mike Wilson: Will Earnings Growth Reaccelerate?

6 juni 2022 | 4 min

Special Encore: Mid-Year Economic Outlook - Slowing or Stopping?

3 juni 2022 | 10 min

Andrew Sheets: Are Central Banks Making a Mistake?

2 juni 2022 | 3 min

U.S. Politics: Market Implications of the Midterm Election

1 juni 2022 | 7 min

Jonathan Garner: Keeping it Simple in Turbulent Times

31 maj 2022 | 3 min

Andrew Sheets: The Changing Story of Inflation

27 maj 2022 | 3 min

Matthew Hornbach: Will Treasury Yields Move Higher?

26 maj 2022 | 3 min

Asia: Supply Chain Woes, and Opportunities

25 maj 2022 | 8 min

Sheena Shah: What is Causing the Crypto Downturn?

24 maj 2022 | 4 min

Mike Wilson: 2022 Mid-Year Takeaways

23 maj 2022 | 4 min

Andrew Sheets: Finding Order in Market Chaos

20 maj 2022 | 3 min

Mid-Year Outlook: European Energy & Growth Challenges

20 maj 2022 | 10 min

Global Politics: The Opportunity for Mexico

18 maj 2022 | 6 min

Mid-Year Economic Outlook: Slowing or Stopping?

18 maj 2022 | 10 min

Graham Secker: The Mid-Year Outlook for European Markets

16 maj 2022 | 4 min

Todd Castagno: Should Shareholders Care About Stock-Based Compensation?

13 maj 2022 | 3 min

Andrew Ruben: Can eCommerce Sustain its Uptrend?

12 maj 2022 | 4 min

Special Encore: Transportation - Untangling the Supply Chain

11 maj 2022 | 10 min

Michael Zezas: Supply Chains and the Course for Inflation

10 maj 2022 | 3 min

Energy: European Power Prices Continue to Climb

9 maj 2022 | 7 min

Andrew Sheets: Are Oil and Stock Prices Now Disconnected?

6 maj 2022 | 3 min

Labor: The Rise of the Multi-Earner Economy

6 maj 2022 | 9 min

Andrew Sheets: Having Rules to Follow Helps In Uncertain Times

4 maj 2022 | 4 min

Michael Zezas: What's Next for U.S./China Trade?

3 maj 2022 | 3 min

Credit: The ‘Income’ is Back in Fixed Income

3 maj 2022 | 8 min

Retail Investing, Pt. 2: ESG and Fixed Income

29 april 2022 | 9 min

Retail Investing, Pt. 1: International Exposure

28 april 2022 | 9 min

Michael Zezas: Legislation that Matters to Markets

27 april 2022 | 3 min

Transportation: Untangling the Supply Chain

26 april 2022 | 10 min

Mike Wilson: U.S. Stocks and the Oncoming Slowdown

25 april 2022 | 3 min

Jonathan Garner: Looking for Alternatives to Emerging Markets

22 april 2022 | 4 min

Andrew Sheets: Can Bonds Once Again Play Defense?

21 april 2022 | 4 min

Graham Secker: A Cautious View on European Stocks

20 april 2022 | 4 min

Robert Rosener: How U.S. Businesses See the Road Ahead

20 april 2022 | 4 min

Mike Wilson: Inflation Drags on Forward Earnings

19 april 2022 | 4 min

U.S. Economy: When to Worry About the Yield Curve

15 april 2022 | 9 min

Michael Zezas: An Optimistic Look at Bonds

13 april 2022 | 3 min

U.S. Housing: Supply, Demand, and the Yield Curve

12 april 2022 | 7 min

Special Encore: Sheena Shah - Is Cryptocurrency Becoming Currency?

12 april 2022 | 4 min

Andrew Sheets: A New Outlook on U.S. Bonds

8 april 2022 | 3 min

Europe: Geopolitics and the ECB

7 april 2022 | 11 min

Michael Zezas: Will Gas Prices Come Down?

6 april 2022 | 2 min

Special Encore: The Fed - Learning From the Last Hiking Cycle

5 april 2022 | 6 min

Mike Wilson: Revisiting the 2022 Outlook

4 april 2022 | 4 min

Andrew Sheets: Markets Look to the Yield Curve

1 april 2022 | 3 min

Sheena Shah: Is Cryptocurrency Becoming Currency?

31 mars 2022 | 4 min

The Fed: Learning From the Last Hiking Cycle

30 mars 2022 | 6 min

Energy: Oil, Gas and the Clean Energy Transition

29 mars 2022 | 11 min

Mike Wilson: Why Are Equity Risk Premiums So Low?

28 mars 2022 | 4 min

U.S. Economy: Tracking Rate Hike Implications

25 mars 2022 | 11 min

Matthew Hornbach: Easing Yield Curve Concerns

24 mars 2022 | 4 min

Michael Zezas: A Framework for ESG Growth in U.S.

23 mars 2022 | 2 min

Andrew Sheets: The Housing Inflation Puzzle

22 mars 2022 | 3 min

Mike Wilson: Late Cycle Signals

21 mars 2022 | 4 min

Andrew Sheets: The Fed has More Work to Do

18 mars 2022 | 3 min

James Lord: Will the U.S. Dollar Still Prevail?

17 mars 2022 | 4 min

Michael Zezas: A False Choice for Energy Policy

16 mars 2022 | 2 min

Jonathan Garner: Commodities, Geopolitical Risk and Asia & EM Equities

15 mars 2022 | 4 min

Mike Wilson: Will Slowing Growth Alter the Fed’s Path?

14 mars 2022 | 4 min

Special Episode: Sanctions, Bonds and Currency Markets

11 mars 2022 | 8 min

Special Episode: Inflation, Energy and the U.S Consumer

10 mars 2022 | 8 min

Michael Zezas: The Macro Impacts of Oil Prices

9 mars 2022 | 3 min

Graham Secker: Stagflation Pressure Meets Pricing Power

8 mars 2022 | 4 min

Mike Wilson: A More Bearish View for 2022

7 mars 2022 | 4 min

Andrew Sheets: A Different Story for Global Markets

4 mars 2022 | 3 min

Special Episode: How Fed Policy Impacts Housing

3 mars 2022 | 6 min

Michael Zezas: Key Questions Amidst Geopolitical Tensions

3 mars 2022 | 3 min

Martijn Rats: Uncertainty for Oil and Gas

2 mars 2022 | 3 min

Vishy Tirupattur: Corporate Credit Faces New Challenges

28 februari 2022 | 3 min

Andrew Sheets: Geopolitics, Inflation and Central Banks

26 februari 2022 | 3 min

Special Episode: Changing Tides - Water Scarcity

25 februari 2022 | 9 min

Mike Wilson: The Prospect of a Continued Correction

24 februari 2022 | 3 min

Special Episode, Pt. 2: Inflation Around the World

23 februari 2022 | 9 min

Special Episode, Pt. 1: Two Kinds of Inflation

18 februari 2022 | 8 min

Special Episode: All Eyes on Ukraine

17 februari 2022 | 9 min

Special Encore: Consider the Muni Market

16 februari 2022 | 3 min

Mike Wilson: Unpacking the Latest CPI

15 februari 2022 | 4 min

Jonathan Garner: Welcome to the Year of the Tiger

14 februari 2022 | 3 min

Andrew Sheets: Where is Inflation Headed?

11 februari 2022 | 4 min

Special Encore: Tax-Efficient Strategies

10 februari 2022 | 9 min

Michael Zezas: Fiscal Policy Takes a Back Seat

9 februari 2022 | 3 min

Graham Secker: Feeling Positive About UK Equities

8 februari 2022 | 4 min

Mike Wilson: Six More Weeks of Slow Growth

7 februari 2022 | 4 min

Special Episode: The Improving Case for Commodities

5 februari 2022 | 10 min

Matt Hornbach: What Moves Real Yields?

3 februari 2022 | 3 min

Michael Zezas: Consider the Muni Market

2 februari 2022 | 3 min

Reza Moghadam: Is The ECB Behind The Curve?

2 februari 2022 | 4 min

Andrew Sheets: Systematic vs. Subjective Investing

31 januari 2022 | 3 min

Special Episode: New Challenges for The US Consumer

28 januari 2022 | 10 min

Matt Hornbach: Getting Real on Yields for TIPS

27 januari 2022 | 4 min

Michael Zezas: U.S. & China - Unfinished Business

27 januari 2022 | 3 min

Special Episode: Tax-Efficient Strategies

26 januari 2022 | 9 min

Mike Wilson: Fixation on the Fed

24 januari 2022 | 4 min

Andrew Sheets: Protecting Against Inflation

21 januari 2022 | 3 min

2022 US Housing Outlook: Strong Foundations but Reduced Affordability

20 januari 2022 | 7 min

2022 Global Currency Outlook: The Trick is in The Timing

19 januari 2022 | 3 min

Mike Wilson: Pricing a More Hawkish Fed

18 januari 2022 | 4 min

Andrew Sheets: Adjusting to a New Fed Tone

14 januari 2022 | 3 min

Michael Zezas: The Fed’s Tough Job Ahead

13 januari 2022 | 3 min

Special Episode, Pt. 2: Long-Term Supply Chain Restructuring

13 januari 2022 | 8 min

Special Episode, Pt. 1: Near-Term Supply Chain Restructuring

12 januari 2022 | 7 min

Mike Wilson: Will 2022 be a 2013 ‘Taper Tantrum’ Redux?

10 januari 2022 | 4 min

Andrew Sheets: New Wrinkles for the 2022 Story

7 januari 2022 | 3 min

Graham Secker: Will Europe Be Derailed By Omicron?

6 januari 2022 | 4 min

Michael Zezas: Why are Markets Unfazed by Omicron?

5 januari 2022 | 3 min

Jonathan Garner: Omicron Impacts Across Asia

4 januari 2022 | 4 min

Michael Wilson: New Year, New Opportunities

3 januari 2022 | 4 min

End-of-Year Encore: Space Investing

30 december 2021 | 4 min

End-of-Year Encore: Retail Investing

29 december 2021 | 10 min

End-of-Year Encore: Thematic Investing

28 december 2021 | 7 min

End-of-Year Encore: Factor Investing

27 december 2021 | 8 min

Michael Zezas: A More Flexible Fed

22 december 2021 | 3 min

Chetan Ahya: China’s 2022 Policy Shifts

21 december 2021 | 4 min

Mike Wilson: Fire & Ice Continues Into Year-end

21 december 2021 | 3 min

Welcome to Thoughts on the Market

20 december 2021 | 1 min

Andrew Sheets: Challenges to the 2022 Story Emerge

17 december 2021 | 3 min

Matthew Harrison: COVID-19 - Omicron Updates

16 december 2021 | 4 min

Michael Zezas: Supply Chain Woes Also Create Opportunities

15 december 2021 | 3 min

Sheena Shah: The Financialization of Cryptocurrency

14 december 2021 | 3 min

2022 U.S. Equities Outlook: Still Favoring the Base Case

13 december 2021 | 5 min

2022 Rates & Currency Outlook: What’s Changed?

10 december 2021 | 4 min

2022 US Economic Outlook: Gauging Inflation, Labor & The Fed

10 december 2021 | 7 min

Michael Zezas: Congress Eyes Tech Regulation in 2022

9 december 2021 | 3 min

Special Episode: Early Vaccine Data on Omicron

8 december 2021 | 6 min

2022 European Equities Outlook: Volatility Inbound

8 december 2021 | 3 min

Mike Wilson: Why Have Stocks Been So Weak?

6 december 2021 | 4 min

Andrew Sheets: For the Fed, Are Tapering and Raising Rates the Same Thing?

3 december 2021 | 3 min

2022 Asia Equities Outlook: Key Debates

2 december 2021 | 5 min

Michael Zezas: New Restrictions in Light of Omicron?

1 december 2021 | 4 min

Special Episode: COVID-19 - Omicron Variant Causes Concern

1 december 2021 | 9 min

Mike Wilson: Markets React to Omicron

29 november 2021 | 3 min

Michael Zezas: A Step Forward for Build Back Better

24 november 2021 | 3 min

Andrew Sheets: Twists and Turns In 2022

23 november 2021 | 5 min

Mike Wilson: 2022 Equity Outlook Feedback and Debates

22 november 2021 | 4 min

2022 Global Economic Outlook, Pt. 2: Debates and Uncertainties

19 november 2021 | 10 min

2022 Global Economic Outlook, Pt. 1: Optimism in the New Year

18 november 2021 | 10 min

Michael Zezas: A New Normal for U.S./China Relations

17 november 2021 | 3 min

Special Episode: The Low-Income Real Estate Story

17 november 2021 | 9 min

Mike Wilson: In 2022, Stock Picking May Lead

15 november 2021 | 4 min

Andrew Sheets: Bond Markets Get Jumpy

12 november 2021 | 3 min

Matt Hornbach: What the Fed Wants, the Fed Gets

11 november 2021 | 4 min

Michael Zezas: The Infrastructure Supercycle is Here

11 november 2021 | 2 min

Graham Secker: A Curious Case of Price Movements

9 november 2021 | 3 min

Mike Wilson: Inflation Causes Mixed Signals

8 november 2021 | 4 min

Jonathan Garner: Equity Markets Respond to Global Shifts

5 november 2021 | 3 min

Andrew Sheets: A Taper Without a Tantrum?

4 november 2021 | 3 min

Matt Hornbach: What to Watch for When Markets Get Meta

4 november 2021 | 4 min

Michael Zezas: Short-Term vs. Long-Term Deficit

2 november 2021 | 2 min

Special Encore: Clear Skies, Volatile Markets

1 november 2021 | 4 min

Vishy Tirupattur: Corporate Credit - Calm Amidst the Storm

29 oktober 2021 | 4 min

Andrew Sheets: What Will Markets Return in the Long Run?

28 oktober 2021 | 5 min

Special Episode: Autonomous Trucking Speeds Ahead

28 oktober 2021 | 8 min

Special Episode: Clean Tech Thrives Under Most Budget Outcomes

26 oktober 2021 | 8 min

Mike Wilson: An Icy Winter for Investors?

25 oktober 2021 | 4 min

Andrew Sheets: Why Lower Oil Futures Matter for the Shape of the Market

22 oktober 2021 | 4 min

Special Episode: The Promise of Green Hydrogen

22 oktober 2021 | 10 min

Michael Zezas: Infrastructure SuperCycle on the Horizon?

21 oktober 2021 | 3 min

Special Episode: The Podcasting Industry Comes Into Its Own

20 oktober 2021 | 13 min

Mike Wilson: Retail Investors Continue to Support Valuations

18 oktober 2021 | 4 min

Andrew Sheets: Will Cash Stay On The Sidelines?

15 oktober 2021 | 3 min

Special Episode: The Two-Pillar Tax Overhaul

14 oktober 2021 | 5 min

Special Episode: Planes, Trains and Supply Chains

13 oktober 2021 | 9 min

Graham Secker: Easing Europe’s Stagflation Concerns

12 oktober 2021 | 4 min

Mike Wilson: Clear Skies, Volatile Markets

11 oktober 2021 | 4 min

Andrew Sheets: Stagflation Demystified

8 oktober 2021 | 4 min

Special Episode: Highs—and Lows—in U.S. Housing

7 oktober 2021 | 9 min

Michael Zezas: Washington’s Trio of Tricky Travails

6 oktober 2021 | 2 min

Special Episode: COVID-19 - Will Pills Change the Game?

5 oktober 2021 | 10 min

Reza Moghadam: Post-Merkel Politics in Europe

4 oktober 2021 | 5 min

Special Episode, Part 2: Taking the Temperature of Individual Investors

1 oktober 2021 | 8 min

Special Episode: Taking the Temperature of Individual Investors

30 september 2021 | 10 min

Michael Zezas: Will the Democrats Go Big or Go Small?

30 september 2021 | 3 min

Jonathan Garner: Economic Surprises = Earnings Surprises

29 september 2021 | 4 min

Matt Hornbach: Inflation Fears Drive Central Bank Actions

28 september 2021 | 4 min

Mike Wilson: The Process Matters

27 september 2021 | 4 min

Andrew Sheets: The Fed Shuffles Toward the Exit

24 september 2021 | 3 min

Michael Zezas: Two Potential Catalysts to Watch for Fall Volatility

23 september 2021 | 3 min

Special Episode: How Will China Manage the Housing Downturn?

22 september 2021 | 9 min

Special Episode: Unpacking Climate Action in Congress

21 september 2021 | 8 min

Mike Wilson: The Final Chapter of the Mid-Cycle Transition?

20 september 2021 | 4 min

Special Episode: Untangling Global Spikes in Commodity Prices

17 september 2021 | 10 min

Special Encore: A Good Time to Borrow?

16 september 2021 | 4 min

Michael Zezas: What’s on Tap for U.S. Taxes?

15 september 2021 | 2 min

Graham Secker: Re-engaging with Cyclical Value in Europe

14 september 2021 | 4 min

Mike Wilson: Keeping an Eye on Earnings Estimates

13 september 2021 | 4 min

Andrew Sheets: Are Clouds Gathering for U.S. Equities?

10 september 2021 | 3 min

Michael Zezas: Season of Confusion in D.C.?

9 september 2021 | 3 min

Jonathan Garner: Rising Risks for Taiwan Equities

9 september 2021 | 4 min

Ellen Zentner: Keep Calm and Taper On?

8 september 2021 | 4 min

Special Encore: So, What’s the Story?

7 september 2021 | 4 min

Special Encore: Never a Dull Moment in the Political Economy?

3 september 2021 | 4 min

Andrew Sheets: Autumn Days Are Here Again

2 september 2021 | 3 min

Special Episode: The Curious Case of Norway, EVs and Oil

1 september 2021 | 8 min

Matt Hornbach: Treasuries, Tapering and Tightening

31 augusti 2021 | 4 min

Mike Wilson: So, What’s the Story?

30 augusti 2021 | 4 min

Andrew Sheets: Singapore Offers an Alternative to U.S. Equities

27 augusti 2021 | 3 min

Special Episode: Is This the Moneyball Approach to Corporate Bonds?

26 augusti 2021 | 8 min

Michael Zezas: Never a Dull Moment in the Political Economy?

25 augusti 2021 | 3 min

Adam Jonas: Space Investing - Ready for Takeoff?

24 augusti 2021 | 4 min

Mike Wilson: The U.S. Consumer Takes a Break

23 augusti 2021 | 4 min

Andrew Sheets: For Markets, What Lies Beneath?

20 augusti 2021 | 3 min

Special Episode: Kids, COVID, and the Return to School

19 augusti 2021 | 11 min

Michael Zezas: Deciphering the Infrastructure Chess Game

18 augusti 2021 | 2 min

Graham Secker: Three Reasons European Equities Remain Strong

17 augusti 2021 | 4 min

Mike Wilson: Navigating a Tricky Transition

16 augusti 2021 | 4 min

Andrew Sheets: A Good Time to Borrow?

13 augusti 2021 | 4 min

Special Episode: Unpacking the Appetite for Thematic Investing

12 augusti 2021 | 7 min

Jonathan Garner: Demystifying China's Regulatory Reset

11 augusti 2021 | 4 min

Michael Zezas: The Return of U.S.-China Trade Tensions?

10 augusti 2021 | 3 min

Mike Wilson: Could Upbeat Jobs Data Actually Weigh on Stocks?

9 augusti 2021 | 4 min

Andrew Sheets: It Is Time to Worry about the Growth Outlook?

6 augusti 2021 | 3 min

Martijn Rats: Do Equities Markets Believe the Price of Oil?

5 augusti 2021 | 3 min

Michael Zezas: The Long and Winding Fiscal Road

4 augusti 2021 | 3 min

Matt Hornbach: Are U.S. Treasuries Like Used Cars?

3 augusti 2021 | 4 min

Mike Wilson: The Inevitable Removal of Policy Support

2 augusti 2021 | 4 min

Special Episode, Part 2: Digging Deeper into Delta

30 juli 2021 | 8 min

Special Episode: Digging Deeper into the Delta Variant

29 juli 2021 | 10 min

Michael Zezas: U.S. Infrastructure - Deal or No Deal?

28 juli 2021 | 2 min

Mike Wilson: The Last Phase of Mid-Cycle

27 juli 2021 | 4 min

Chetan Ahya: Will a Debt Hangover Hamper Recovery?

26 juli 2021 | 4 min

Michael Zezas: The Debt Ceiling - Here We Go Again?

23 juli 2021 | 3 min

Special Episode: So How Healthy Is the U.S. Consumer?

22 juli 2021 | 11 min

Special Encore: Viruses, Variants and Vaccines - What’s Next?

21 juli 2021 | 10 min

Andrew Sheets: A Closer Look at Yesterday’s Market Drop

20 juli 2021 | 3 min

Special Episode: Bond Markets React to Delta Variant Worries

19 juli 2021 | 7 min

Andrew Sheets: The Complicated Portrait of Retail Investing

16 juli 2021 | 4 min

Jonathan Garner: 4 Concerns to Watch on Asia & EM Equities

15 juli 2021 | 4 min

Michael Zezas: The $4 Trillion-Dollar Question

14 juli 2021 | 2 min

Mike Wilson: Are U.S. Equities Markets Hunkering Down?

13 juli 2021 | 3 min

Graham Secker: Is the Best of Europe's Equities Run Behind Us?

12 juli 2021 | 3 min

Andrew Sheets: What's Driving Global Equities Markets?

9 juli 2021 | 3 min

Michael Zezas: Something Special in the Air for Investors?

8 juli 2021 | 2 min

Mike Wilson: Reopening Stocks Feel the Pinch

7 juli 2021 | 4 min

Special Episode: The Complex Outlook for U.S. Housing

6 juli 2021 | 9 min

Andrew Sheets: 2021 - A Look Back, a Look Forward

2 juli 2021 | 4 min

Chetan Ahya: Has the Tide Finally Turned on Wage Growth?

1 juli 2021 | 4 min

Special Episode: U.S. Infrastructure - What’s in the Price?

30 juni 2021 | 5 min

Special Episode: The Red-Hot Return of Business Investment

29 juni 2021 | 9 min

Mike Wilson: A Growing Economy Leads to New Questions

28 juni 2021 | 4 min

Special Episode, Part 2: Viruses, Variants and Vaccines

25 juni 2021 | 10 min

Special Episode: Viruses, Variants and Vaccines - What’s Next?

25 juni 2021 | 10 min

Robin Xing: Is China's Recovery Losing Momentum?

23 juni 2021 | 4 min

Special Episode: The Fed Is Talking Taper… But When?

23 juni 2021 | 11 min

Mike Wilson: When Is a “Surprise” Not Surprising?

21 juni 2021 | 3 min

Special Encore: The Red Hot Capex Cycle

18 juni 2021 | 10 min

Andrew Sheets: Markets 2021 - Using Past as Prologue

17 juni 2021 | 3 min

Michael Zezas: For Infrastructure, Go Big or Go Bipartisan?

16 juni 2021 | 4 min

Graham Secker: European Equities Take a Turn Toward the Micro

15 juni 2021 | 3 min

Mike Wilson: A View from the Peak?

14 juni 2021 | 4 min

Andrew Sheets: Markets Shrug at “High” Inflation

11 juni 2021 | 4 min

Reza Moghadam: What Happens When the Euro Goes Digital?

10 juni 2021 | 4 min

Michael Zezas: Preparing to Disconnect

10 juni 2021 | 3 min

Special Episode: What to Do When Everything is Rich

8 juni 2021 | 10 min

Mike Wilson: More Data Doesn’t Always Mean More Certainty

8 juni 2021 | 3 min

Andrew Sheets: The Fed’s Fascinating Dilemma

5 juni 2021 | 4 min

Mid-Year Commodities Outlook: Risks Ahead?

3 juni 2021 | 9 min

Michael Zezas: The Simmering U.S./China Rivalry

2 juni 2021 | 3 min

Shawn Kim: Inside China’s Push to Shape Tech’s Future

1 juni 2021 | 4 min

2021 Mid-Year U.S. Economic Outlook: Growth Remains Strong

28 maj 2021 | 11 min

Michael Zezas: Will Inflation Take the Wind Out of Infrastructure?

26 maj 2021 | 3 min

Special Episode: Check Out the Big Changes in Food Retail

25 maj 2021 | 6 min

Mike Wilson: A Unique View on U.S. Equities

24 maj 2021 | 4 min

Mid-Year Economic Outlook: The Red Hot Capex Cycle

21 maj 2021 | 10 min

Andrew Sheets: The Complications of Strong Economic Winds

20 maj 2021 | 4 min

Michael Zezas: What if Infrastructure Doesn’t Pass?

19 maj 2021 | 2 min

Graham Secker: European Equities Mid-Year

18 maj 2021 | 4 min

Mike Wilson: Mid-Year U.S. Equities Outlook - Be Selective

17 maj 2021 | 4 min

Andrew Sheets: Inflation - Is It Here to Stay?

14 maj 2021 | 4 min

Special Episode: How Worrying Are Global Supply Chain Issues?

13 maj 2021 | 10 min

Michael Zezas: The Bumpy Road Ahead for U.S. Infrastructure

12 maj 2021 | 3 min

Special Encore: What Are Other Investors Thinking?

11 maj 2021 | 3 min

Mike Wilson: Welcome to the Mid-Cycle Transition

10 maj 2021 | 5 min

Andrew Sheets: Why (and How) Jobs Numbers Matter

7 maj 2021 | 3 min

Special Episode: Is Herd Immunity Even Possible?

6 maj 2021 | 12 min

Michael Zezas: Texas vs. California

5 maj 2021 | 2 min

Vishy Tirupattur: Is the U.S. in a Housing Bubble?

4 maj 2021 | 5 min

Adam Virgadamo: For Stocks, Reopening Is All About Nuance

3 maj 2021 | 4 min

Chetan Ahya: Could Centrals Banks Shake Up Digital Currencies?

30 april 2021 | 5 min

Michael Zezas: On Infrastructure, Follow the Money

29 april 2021 | 3 min

Andrew Sheets: A Choppier, More Range-bound Summer?

28 april 2021 | 3 min

Graham Secker: 4 Reasons to Consider European Equities

27 april 2021 | 4 min

Mike Wilson: Reopening - It’s All About the Execution

26 april 2021 | 4 min

Special Episode: Electric Vehicles, Pt 2 – Turning the Supertanker

23 april 2021 | 10 min

Special Episode: Electric Vehicles, Pt 1 – Follow the Fleet

22 april 2021 | 10 min

Michael Zezas: Coal Country Support for Green Energy?

21 april 2021 | 2 min

Special Episode: Earth Week Investing Themes

20 april 2021 | 10 min

Mike Wilson: Q1 Earnings - Impressive But Not Surprising?

19 april 2021 | 4 min

Andrew Sheets: What Are Other Investors Thinking?

16 april 2021 | 3 min

Simeon Gutman: Welcome to the Petriarchy

15 april 2021 | 4 min

Michael Zezas: U.S. Infrastructure - Sectors to Watch

14 april 2021 | 3 min

Special Encore: Diverging Emerging Markets

13 april 2021 | 10 min

Special Episode: Innovating toward Decarbonization

12 april 2021 | 11 min

Andrew Sheets: Are Bonds Still a Worthwhile Investment?

9 april 2021 | 3 min

Vishy Tirupattur: The Policy Debate Takes Center Stage

8 april 2021 | 4 min

Special Episode: Rising Home Prices, Rising Rates

8 april 2021 | 8 min

Special Episode: The Return of the Services Sector?

6 april 2021 | 10 min

Mike Wilson: Equities Eye the Reality of Reopening

5 april 2021 | 3 min

Andrew Sheets: Why April Could Be Strong for Markets

1 april 2021 | 3 min

Michael Zezas: How Taxing Can Infrastructure Be?

31 mars 2021 | 3 min

Robin Xing: China’s Green (Investment) Revolution

30 mars 2021 | 4 min

Mike Wilson: Rotating Through the Recovery

29 mars 2021 | 4 min

Andrew Sheets: Inflation - When to Turn Down the Music?

26 mars 2021 | 3 min

Special Episode: Diverging Emerging Markets

25 mars 2021 | 10 min

Michael Zezas: U.S./China Trade - No Quick Path to Lower Barriers

24 mars 2021 | 3 min

Brian Nowak: New Online Habits vs. A Return to ‘Normal’

23 mars 2021 | 4 min

Mike Wilson: Outside the Consensus

22 mars 2021 | 4 min

Special Episode: The Winding Road to Herd Immunity, Pt. 2

19 mars 2021 | 8 min

Special Episode: The Winding Road to Herd Immunity

18 mars 2021 | 9 min

Michael Zezas: Three Revealing Numbers from the Stimulus Package

17 mars 2021 | 2 min

Chetan Ahya: Fed Tightening Could Come Sooner than Expected

16 mars 2021 | 4 min

Mike Wilson: A Tougher Road Ahead for Small Caps?

15 mars 2021 | 4 min

Andrew Sheets: A Complicated 2021 for Emerging Markets?

12 mars 2021 | 3 min

Special Episode: Markets and the Next Big Debate - Infrastructure

11 mars 2021 | 8 min

Michael Zezas: Policy Trends Are Now Portfolio Trends

10 mars 2021 | 2 min

Special Episode: Markets Ahead of Reopening - What’s Mispriced?

9 mars 2021 | 10 min

Mike Wilson: Still a Bull Under the Hood

8 mars 2021 | 4 min

Andrew Sheets: The Great Debate on Rates

5 mars 2021 | 3 min

Special Episode: U.S. Home Prices - Is This Time Different?

4 mars 2021 | 9 min

Michael Zezas: 3 Potential Impacts of “Build Back Better”

3 mars 2021 | 3 min

Vishy Tirupattur: Can We Get Real on Rates?

2 mars 2021 | 4 min

Mike Wilson: Positioning for Higher Interest Rates

1 mars 2021 | 3 min

Andrew Sheets: ‘Buy Low, Sell High’ May (Finally) Apply Again

26 februari 2021 | 3 min

Special Episode: The Texas Grid and the Future of Energy

25 februari 2021 | 10 min

Michael Zezas: A Reset for U.S.-Mexico Trade?

24 februari 2021 | 2 min

Ben Swinburne: Media Eyes the Great Reopening

23 februari 2021 | 4 min

Mike Wilson: An Eye on Bull Market Surprises

22 februari 2021 | 3 min

Andrew Sheets: The Risk of Rising Rates

19 februari 2021 | 3 min

Special Episode: Europe’s Economic Scarring Post-Pandemic

18 februari 2021 | 11 min

Michael Zezas: What’s Next for U.S.-China Trade?

17 februari 2021 | 3 min

Adam Jonas: Space - The Disruption of All Disruptions?

16 februari 2021 | 4 min

Andrew Sheets: With Gold, the Narrative Matters

12 februari 2021 | 3 min

COVID-19: Variants, Vaccines and the Road Ahead

11 februari 2021 | 11 min

Special Episode: The Debate over U.S. Fiscal Stimulus and Inflation

10 februari 2021 | 8 min

Chetan Ahya: The Fed, Stimulus and “The High-Pressure Economy”

9 februari 2021 | 4 min

Mike Wilson: Was January a Roadmap for 2021?

8 februari 2021 | 3 min

Andrew Sheets: Why U.S. Bond Yields Could Keep Rising

5 februari 2021 | 3 min

Special Episode: The Shifting Dynamics of Oil and Energy

4 februari 2021 | 10 min

Michael Zezas: A Possible Path for Pandemic Relief?

3 februari 2021 | 2 min

Shawn Kim: Asia Tech at the Dawn of a New Cycle

2 februari 2021 | 3 min

Mike Wilson: Why This Isn’t Dot-Com Bubble Redux

1 februari 2021 | 4 min

Andrew Sheets: The Short-selling Drama - Sideshow or Main Event?

29 januari 2021 | 3 min

Special Episode: Where is Consumer Spending Trending?

28 januari 2021 | 10 min

Michael Zezas: U.S. Stimulus Twists and Turns

27 januari 2021 | 3 min

Mike Wilson: An Overexuberant Bull?

26 januari 2021 | 4 min

Special Episode: U.S. Housing and Credit Outlook 2021

22 januari 2021 | 11 min

Andrew Sheets: The Case for Optimism in 2021

21 januari 2021 | 3 min

Michael Zezas: 3 U.S. Policy Forecasts… and a Wild Card

20 januari 2021 | 3 min

Mike Wilson: Time to Leave the Pack Behind?

19 januari 2021 | 4 min

Special Episode: Rates and FX Markets Eye the U.S. Policy Path

15 januari 2021 | 11 min

Andrew Sheets: Rates and Inflation - Moving for the Right Reasons?

14 januari 2021 | 3 min

Adam Virgadamo: 5 Equities Investment Themes for 2021

13 januari 2021 | 3 min

Reza Moghadam: High Noon at the ECB Corral

12 januari 2021 | 5 min

Mike Wilson: So… What Isn’t Priced-In?

11 januari 2021 | 4 min

Special Episode: Are the Clouds Clearing for European Equities?

8 januari 2021 | 11 min

Andrew Sheets: Three Implications of the “Blue Wave”

7 januari 2021 | 3 min

Michael Zezas: Georgia Changes the Game

7 januari 2021 | 3 min

Reza Moghadam: New Year, New Europe

5 januari 2021 | 5 min

Mike Wilson: Strategically Riding the Bull in 2021

4 januari 2021 | 4 min

Michael Zezas: What’s Ahead for U.S. Policy in 2021?

23 december 2020 | 3 min

Special Episode: What’s in Store for ESG Investing?

22 december 2020 | 10 min

Mike Wilson: An Exhaustion Point for Good News?

21 december 2020 | 4 min

Andrew Sheets: Unwrapping the Impact of Price Sensitivity

18 december 2020 | 3 min

Corporate Credit 2021: A Shift to High Yield

17 december 2020 | 11 min

Michael Zezas: All Eyes on Georgia

16 december 2020 | 2 min

Asia Equities 2021: Positioning Is Key

16 december 2020 | 11 min

Mike Wilson: Getting Ahead of 2021 Leadership Shifts

14 december 2020 | 3 min

Special Episode: As a Vaccine Rolls-Out, What’s Next?

14 december 2020 | 8 min

Andrew Sheets: Why Rates Will Rise Next Year, and Why the Fed Will Let Them

10 december 2020 | 3 min

Michael Zezas: Can Congress Break the Stimulus Logjam?

9 december 2020 | 2 min

Mike Wilson: Closing the Books on 2020

7 december 2020 | 3 min

Andrew Sheets: Corporate Credit’s Surprising Resiliency

4 december 2020 | 3 min

Michael Zezas: What Happens Next on U.S.-China Trade?

2 december 2020 | 3 min

China 2021: The Consumer Roars Back

1 december 2020 | 12 min

Mike Wilson: A November to Remember

30 november 2020 | 3 min

Andrew Sheets: Are Emerging Markets Reemerging?

27 november 2020 | 4 min

Michael Zezas: The Real Risk of Fed/Treasury Conflict

25 november 2020 | 2 min

U.S. Outlook 2021: Momentum Toward Recovery

24 november 2020 | 14 min

Mike Wilson: Giving Thanks for a Brighter 2021

23 november 2020 | 3 min

Special Episode: 2021 Global Outlook

21 november 2020 | 15 min

Michael Zezas: Will D.C. Rein In Big Tech?

18 november 2020 | 2 min

Mike Wilson: 2021 Preview - A Bull with Room to Run

16 november 2020 | 4 min

Andrew Sheets: An Artificial Calm?

13 november 2020 | 3 min

Matt Hornbach: 2021 - Another Big Year for Liquidity?

12 november 2020 | 4 min

Michael Zezas: Vaccine-driven Rebound Could Help Munis

11 november 2020 | 3 min

Reza Moghadam: Amid Lockdowns, Europe Looks to a Vaccine

10 november 2020 | 5 min

Mike Wilson: Markets Cheer Clarity on Vaccine, Election

9 november 2020 | 4 min

Special Episode: Markets Parse Election Results, Jobs Report

6 november 2020 | 9 min

Michael Zezas: Breaking - Why Post-Election Day Just Got Trickier

5 november 2020 | 3 min

Mike Wilson: Is the Worst of the Correction Over?

2 november 2020 | 3 min

Andrew Sheets: A Transformational Sweep?

30 oktober 2020 | 3 min

Michael Zezas: Election Night Strategy for Investors

28 oktober 2020 | 3 min

Mike Wilson: 3 Sticking Points for U.S. Equities

26 oktober 2020 | 4 min

U.S. Election 2020: Divided Government Scenarios

23 oktober 2020 | 8 min

U.S. Election 2020: Straightaways and Detours

22 oktober 2020 | 9 min

Michael Zezas: What's Going On With The U.S. Bond Market?

21 oktober 2020 | 3 min

Mike Wilson: Why the Correction May Not Be Over

19 oktober 2020 | 4 min

Andrew Sheets: Are Markets Pricing-In Recent U.S. Election Polls?

16 oktober 2020 | 3 min

Special Episode: Playing the Reopening and Recovery Into 2021

15 oktober 2020 | 9 min

Michael Zezas: One Fewer Election Blind Spot?

14 oktober 2020 | 3 min

Mike Wilson: Investors Juggle Multiple Uncertainties

12 oktober 2020 | 4 min

Andrew Sheets: The New Definition of “Peak Oil”?

9 oktober 2020 | 3 min

Michael Zezas: Should Investors Prepare for No Stimulus?

7 oktober 2020 | 2 min

Mike Wilson: Rate Scare on Deck?

5 oktober 2020 | 3 min

Andrew Sheets: How Will Markets React to a Workable Vaccine?

2 oktober 2020 | 3 min

Special Episode: COVID-19 Vaccine - Trials and Tribulations

1 oktober 2020 | 10 min

Michael Zezas: It’s the Results That Count

30 september 2020 | 2 min

Mike Wilson: Near-term Correction; Long-term Recovery?

28 september 2020 | 3 min

Andrew Sheets: Four Reasons to Remain Patient

25 september 2020 | 3 min

Michael Zezas: Unlikely Paths to Stimulus May Interest Investors

24 september 2020 | 2 min

Mike Wilson: A Correction with Policy Roots

21 september 2020 | 4 min

Andrew Sheets: The Uncertainty of the Fed’s New Certainty

18 september 2020 | 3 min

Special Episode: The ABCs of ESG ETFs

16 september 2020 | 9 min

Mike Wilson: Could the Correction Continue Further?

14 september 2020 | 4 min

Andrew Sheets: Markets Ponder a Trillion-Dollar Question

11 september 2020 | 3 min

Special Episode: Why Vaccine Discovery is Just the Beginning

10 september 2020 | 10 min

Michael Zezas: The Waiting is the Hardest Part

9 september 2020 | 2 min

Mike Wilson: Putting the Market Correction in Context

8 september 2020 | 4 min

Andrew Sheets: Are Markets Really “Disconnected”?

3 september 2020 | 2 min

Mike Wilson: The Age of Fiscal Policy Dominance?

31 augusti 2020 | 4 min

Michael Zezas: How Much Aid Do State/Local Governments Need?

26 augusti 2020 | 2 min

Robin Xing: China’s Next Phase - Recovery, Reshoring, Retaining

25 augusti 2020 | 4 min

Mike Wilson: Are We Ripe for a U.S. Equities Correction?

24 augusti 2020 | 4 min

Andrew Sheets: What Can a Haircut Tell Us About Inflation?

21 augusti 2020 | 3 min

Michael Zezas: Sizing Up Democrat Corporate Tax Proposals

19 augusti 2020 | 3 min

Mike Wilson: The Case for Higher Long-Term Interest Rates

17 augusti 2020 | 3 min

Andrew Sheets: Better to Travel Than to Arrive?

14 augusti 2020 | 3 min

Michael Zezas: Rising Risks for New Stimulus?

12 augusti 2020 | 3 min

Reza Moghadam: The EU Recovery Fund’s Next Phase

11 augusti 2020 | 5 min

Andrew Sheets: The Case for Optimism in the Near Term

7 augusti 2020 | 3 min

Mike Wilson: Who’s Driving The Growth in U.S. Money Supply?

3 augusti 2020 | 4 min

Andrew Sheets: A Refreshing Pause for Markets?

31 juli 2020 | 3 min

Michael Zezas: Considering a Potential U.S.-China Decoupling

29 juli 2020 | 3 min

Special Episode: Investment Themes for a Post-COVID World

28 juli 2020 | 10 min

Mike Wilson: Have Stocks “Pulled Forward” Too Much?

27 juli 2020 | 4 min

Special Episode, Part 2: COVID-19 - How Close Are We to a Vaccine?

24 juli 2020 | 8 min

Special Episode: COVID-19 - Preparing for Fall's Second Wave

23 juli 2020 | 9 min

Michael Zezas: States Look to D.C. to Fill Budget Holes

22 juli 2020 | 2 min

Mike Wilson: Adapting to The Ninth Wonder of the World

20 juli 2020 | 4 min

Andrew Sheets: Bracing for Challenges Ahead

17 juli 2020 | 3 min

Michael Zezas: Coronavirus - Why Another Stimulus Deal is Likely

15 juli 2020 | 3 min

Mike Wilson: U.S. Markets Weigh Optimism; Uncertainty

13 juli 2020 | 4 min

Andrew Sheets: Pressure Testing the “Overoptimistic Markets” Argument

10 juli 2020 | 3 min

Michael Zezas: How Should Investors Ride a Potential “Blue Wave”?

8 juli 2020 | 3 min

Mike Wilson: Is Inflation Healthy for an Economy?

6 juli 2020 | 4 min

Andrew Sheets: The Legacy of Alexander Hamilton

2 juli 2020 | 3 min

Mike Wilson: Two Key Points about a U.S. Recovery

29 juni 2020 | 3 min

Special Episode, Part 2: Europe Navigates the Coronavirus

26 juni 2020 | 8 min

Special Episode: “Reopening” at the Tipping Point

25 juni 2020 | 10 min

Michael Zezas: Is Multipolarity the New Megatrend?

24 juni 2020 | 3 min

Mike Wilson: Investor Reactions to a More Constructive Outlook

22 juni 2020 | 4 min

Andrew Sheets: Is This Recession Actually… Normal?

19 juni 2020 | 4 min

Michael Zezas: Another Round of U.S. Pandemic Relief?

17 juni 2020 | 2 min

Mike Wilson: The Highs and Lows of New Bull Markets

15 juni 2020 | 4 min

Special Episode: Europe’s Moment of Solidarity

12 juni 2020 | 12 min

Michael Zezas: Unpacking the Politics of Deficits

10 juni 2020 | 4 min

Andrew Sheets: A Significant Moment for the Eurozone

9 juni 2020 | 3 min

Mike Wilson: Rates Play Catch-Up, Again

8 juni 2020 | 5 min

Andrew Sheets: What Do Markets Reward? Progress.

5 juni 2020 | 4 min

Special Episode: The Race to a Vaccine

4 juni 2020 | 11 min

Mike Wilson: Welcome to Early Cycle?

1 juni 2020 | 3 min

Andrew Sheets: Does COVID-19 Change the Investing Playbook?

29 maj 2020 | 3 min

Michael Zezas: Could Cash-Strapped States Bank on Online Gaming?

27 maj 2020 | 2 min

Mike Wilson: 3 Reasons Why a 2020 Recovery May Be Different

26 maj 2020 | 3 min

Special Episode: All Hail the U.S. Consumer

22 maj 2020 | 7 min

Andrew Sheets: The Case for the Return of Inflation

21 maj 2020 | 3 min

Michael Zezas: The Mechanics of Fiscal Stimulus

20 maj 2020 | 2 min

Mike Wilson: Financial Repression Is Alive and Well

18 maj 2020 | 4 min

Andrew Sheets: Are Negative Interest Rates Coming to the U.S. and UK?

15 maj 2020 | 3 min

Special Episode: Lessons and Limits of China’s Recovery

14 maj 2020 | 10 min

Michael Zezas: COVID-19 Sparks Renewed U.S.-China Trade Tensions

13 maj 2020 | 3 min

Mike Wilson: U is for Unicorn

11 maj 2020 | 4 min

Special Episode, Part 2: Markets Eye Climbing Government Deficits

8 maj 2020 | 10 min

Special Episode: Recovering from the Stimulus

7 maj 2020 | 8 min

Michael Zezas: Fixing a Hole (in State Budgets)

6 maj 2020 | 2 min

Mike Wilson: A Pause that Refreshes

4 maj 2020 | 4 min

Andrew Sheets: The Disconnect Between Economies and Markets

1 maj 2020 | 4 min

Matthew Hornbach: A Change of Fortune for the U.S. Dollar?

30 april 2020 | 4 min

Michael Zezas: Could U.S. State Governments Go Bankrupt?

29 april 2020 | 3 min

Mike Wilson: Staying Ahead of the (Flattening) Curve

27 april 2020 | 4 min

Andrew Sheets: Even in a Crisis, the Cycle Still Matters

24 april 2020 | 4 min

Special Episode, Part 2: How Much Stimulus Is Enough?

23 april 2020 | 7 min

Special Episode: How Much Stimulus Is Enough?

22 april 2020 | 9 min

Mike Wilson: Equities Position for America’s Grand Reopening

20 april 2020 | 4 min

Andrew Sheets: Why OPEC May Be Rethinking Its Strategy

17 april 2020 | 4 min

Reza Moghadam: Emerging-Market Economies Prepare for COVID-19

16 april 2020 | 5 min

Michael Zezas: Has the Fed Ignited Muni Bond Markets?

15 april 2020 | 3 min

Special Episode, Part 2: Coronavirus - Building Models to Rebuild Economies

14 april 2020 | 10 min

Mike Wilson: U.S. Markets React to Fed Moves

13 april 2020 | 5 min

Special Episode: Coronavirus – Building Models to Rebuild Economies

9 april 2020 | 10 min

Michael Zezas: Another Dose of Fiscal Stimulus?

8 april 2020 | 3 min

Mike Wilson: What Are Markets Thinking?

6 april 2020 | 4 min

Andrew Sheets: Optimism for Credit Markets

3 april 2020 | 3 min

Michael Zezas: What Does the CARES Act Buy?

1 april 2020 | 3 min

Mike Wilson: U.S. Equities - Is the Worst Behind Us?

30 mars 2020 | 4 min

Andrew Sheets: The Critical Calls of Financial Referees

27 mars 2020 | 3 min

Special Episode: Can $2 Trillion Flatten the Unemployment Curve?

26 mars 2020 | 6 min

Michael Zezas: Sizing Up the Stimulus Package

25 mars 2020 | 3 min

Mike Wilson: The Underlying Reasons for Recession

23 mars 2020 | 4 min

Andrew Sheets: First, Improve on Uncertainty

20 mars 2020 | 3 min

Andrew Sheets: Why We Think Risk/Reward Is Improving

19 mars 2020 | 4 min

Special Episode: Imagining the Shape of Recovery

18 mars 2020 | 7 min

Michael Zezas: Inside the Municipal Bond Liquidity Trap

17 mars 2020 | 3 min

Mike Wilson: The End of The Cyclical Bear Market?

16 mars 2020 | 4 min

Andrew Sheets: The Comfort of Market Patterns

13 mars 2020 | 3 min

Michael Zezas: Oil Exporter Tensions Add to Market Worries

11 mars 2020 | 2 min

Special Episode: The Road Ahead

10 mars 2020 | 8 min

Mike Wilson: Revisiting the Rolling Bear Market

9 mars 2020 | 5 min

Andrew Sheets: Patience as an Investing Virtue

6 mars 2020 | 3 min

Michael Zezas: Lessons from Super Tuesday

4 mars 2020 | 4 min

Special Episode: A Policy Fix Isn’t Easy

3 mars 2020 | 3 min

Andrew Sheets: Coronavirus: Are Markets Overreacting?

27 februari 2020 | 3 min

Special Episode: Coronavirus as Catalyst

26 februari 2020 | 3 min

Michael Zezas: Medicare for All… for Investors

26 februari 2020 | 3 min

Mike Wilson: All Hail the 50/50 Portfolio?

24 februari 2020 | 4 min

Andrew Sheets: Why 2020 May Be Tricky for Investors

21 februari 2020 | 3 min

Michael Zezas: Coronavirus and “Slowbalization”

18 februari 2020 | 2 min

Andrew Sheets: Will Returns Be Front-Loaded in 2020?

14 februari 2020 | 3 min

Michael Zezas: Notes from New Hampshire

12 februari 2020 | 2 min

Mike Wilson: Knowing Where to Look

10 februari 2020 | 4 min

Andrew Sheets: Supply Also Matters

7 februari 2020 | 3 min

Michael Zezas: The Limited Lives of Multiple Narratives

5 februari 2020 | 3 min

Mike Wilson: The Tug of War for U.S. Equites

4 februari 2020 | 4 min

Jonathan Garner: What Can SARS Tell Us About the Coronavirus?

31 januari 2020 | 3 min

Andrew Sheets: Coronavirus Affects the Narrative

30 januari 2020 | 2 min

Andrew Sheets: Are More Countries Saying Deficits Don’t Matter?

29 januari 2020 | 4 min

Michael Zezas: Taxation Complicates U.S.-EU Trade

27 januari 2020 | 2 min

Andrew Sheets: As 2020 Begins, Investors Get Optimistic

24 januari 2020 | 3 min

Michael Zezas: Do Incumbents Always Win with a Strong Economy?

22 januari 2020 | 2 min

Mike Wilson: Pressure Testing the Bull Case

21 januari 2020 | 4 min

Andrew Sheets: Remember Fundamentals?

17 januari 2020 | 3 min

Michael Zezas: The Other Concern for U.S. Trade

15 januari 2020 | 2 min

Jonathan Garner: An Underappreciated Turnaround Story?

14 januari 2020 | 3 min

Mike Wilson: The Other Type of Income Inequality

13 januari 2020 | 4 min

Andrew Sheets: Mapping the Future of Oil Prices

10 januari 2020 | 3 min

Michael Zezas: What’s Next on U.S.-China Trade?

8 januari 2020 | 2 min

Mike Wilson: Weighing Fed Intervention, Geopolitics

7 januari 2020 | 4 min

Andrew Sheets: A New Chapter for the United Kingdom

3 januari 2020 | 3 min

Mike Wilson: 2020 and the Return to Reflation

23 december 2019 | 4 min

Andrew Sheets: 3 Lessons from 2019… for 2020

20 december 2019 | 4 min

Michael Zezas: Markets Mull the “Phase One” Deal

18 december 2019 | 2 min

Mike Wilson: A Trifecta of Positive Catalysts

16 december 2019 | 4 min

Andrew Sheets: 2020 Playbook: Analyzing the Bull Case

13 december 2019 | 3 min

Special Episode: Manufacturing Data Sends an Upbeat Signal

12 december 2019 | 3 min

Michael Zezas: U.S.-China Trade: What Happens in 2020?

11 december 2019 | 2 min

Mike Wilson: The Virtuous Circle of Excess Liquidity

9 december 2019 | 4 min

Andrew Sheets: 2020 Playbook: Analyzing the Bear Case

6 december 2019 | 3 min

Michael Zezas: How Do Close U.S. Elections Affect Markets?

4 december 2019 | 2 min

Mike Wilson: A Volatility Reprieve

2 december 2019 | 4 min

Michael Zezas: Optimism Over the U.S.-EU Auto Tariffs?

27 november 2019 | 2 min

Mike Wilson: Global Reflation: To Be or Not to Be?

25 november 2019 | 5 min

Andrew Sheets: Commodities Outlook 2020: Too Much of Everything?

22 november 2019 | 3 min

Michael Zezas: The 2020 Election: 4 Sectors to Watch

20 november 2019 | 2 min

Andrew Sheets: As Global Growth Improves, What to Watch

18 november 2019 | 3 min

Andrew Sheets: Will Markets See End-of-Year Holiday Cheer?

15 november 2019 | 3 min

Michael Zezas: The Power of Unified Government

13 november 2019 | 3 min

Mike Wilson: The Return of the Secular Bull Market?

11 november 2019 | 4 min

Andrew Sheets: A Tough Road Ahead for the 60/40 Portfolio?

8 november 2019 | 4 min

Michael Zezas: The 2020 Election Outlook for Investors

7 november 2019 | 2 min

Special Episode: Weighing a Global Growth Recovery

7 november 2019 | 3 min

Mike Wilson: Amid New Highs, Uncertainty Remains

4 november 2019 | 4 min

Andrew Sheets: The Cost of Easy Policy: A 10 Year Outlook

1 november 2019 | 3 min

Michael Zezas: How Do Markets View Major Policy Proposals? (Replay)

30 oktober 2019 | 2 min

Mike Wilson: Are U.S. Equities Defying Gravity?

28 oktober 2019 | 3 min

Andrew Sheets: Can Sentiment Alone Drive Markets Higher?

25 oktober 2019 | 3 min

Michael Zezas: Could “Phase One” Be the Turning Point?

23 oktober 2019 | 2 min

Mike Wilson: 5 Pockets of Opportunity for Equities Investors

21 oktober 2019 | 4 min

Andrew Sheets: One Market We Feel Good About

18 oktober 2019 | 3 min

Michael Zezas: A “Durable Pause” on U.S.-China Trade Tensions?

16 oktober 2019 | 2 min

Mike Wilson: How Will the “Phase One” Trade Deal Impact Earnings?

14 oktober 2019 | 4 min

Andrew Sheets: Is the Dollar Losing It’s Safe Haven Status?

11 oktober 2019 | 3 min

Michael Zezas: The Key Variable in U.S.-China Trade Talks

9 oktober 2019 | 2 min

Mike Wilson: An Unsatisfying Market for Bulls and Bears?

7 oktober 2019 | 4 min

Andrew Sheets: The 3 Most Powerful Market Indicators?

4 oktober 2019 | 3 min

Michael Zezas: U.S.-China Trade: The Outlook for Fall

2 oktober 2019 | 2 min

Special Series: U.S. Housing Faces a Generational Turning Point

1 oktober 2019 | 3 min

Mike Wilson: Are Markets Rethinking Pricey Growth Stocks?

30 september 2019 | 3 min

Andrew Sheets: A Tale of Two Oil Price Spikes

27 september 2019 | 3 min

Michael Zezas: How Do Markets View Major Policy Proposals?

25 september 2019 | 2 min

Special Series: Is NextGen Reinventing the Banking Experience?

24 september 2019 | 5 min

Mike Wilson: Looking Toward Q3 Earnings

23 september 2019 | 3 min

Andrew Sheets: Are Lower Interest Rates Always Beneficial?

20 september 2019 | 3 min

Michael Zezas: Investors Look for Progress on U.S-China Trade

18 september 2019 | 3 min

Special Series: Which Way is U.S. Spending Trending?

17 september 2019 | 3 min

Mike Wilson: Value Stocks Have Their Moment

16 september 2019 | 3 min

Andrew Sheets: Is There a Downside to Cutting Interest Rates?

13 september 2019 | 3 min

Special Series: From Baby Boom to Youth Boom

10 september 2019 | 4 min

Mike Wilson: Home on the Range Bound?

9 september 2019 | 3 min

Andrew Sheets: What Happens When the Price Isn’t Right?

6 september 2019 | 3 min

Michael Zezas: Pondering a World of Unresolved Trade Issues

4 september 2019 | 2 min

Mike Wilson: New Data Sends Concerning Signs for U.S. Stocks

3 september 2019 | 4 min

Andrew Sheets: Title: Can Central Banks Cure Market Woes?

30 augusti 2019 | 3 min

Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma” (Replay)

28 augusti 2019 | 2 min

Mike Wilson: On Recession Risks, Perspective Matters

26 augusti 2019 | 3 min

Andrew Sheets: All Hail the U.S. Consumer?

23 augusti 2019 | 3 min

Michael Zezas: Time to Rethink Allocations?

21 augusti 2019 | 2 min

Mike Wilson: Back Next Week

19 augusti 2019 | 0 min

Andrew Sheets: The Yield Curve Inverts for a Reason

16 augusti 2019 | 3 min

Michael Zezas: The Story Behind Falling Bond Yields

14 augusti 2019 | 2 min

Mike Wilson: Navigating the Q3 Dog Days

12 augusti 2019 | 3 min

Andrew Sheets: Can Central Banks Keep Up with Market Expectations?

9 augusti 2019 | 3 min

Michael Zezas: The Potential Impact of Lasting Tariffs

7 augusti 2019 | 2 min

Mike Wilson: Markets Face a “Sell the News” Moment

5 augusti 2019 | 4 min

Andrew Sheets: The Fed’s Great Expectations Quandary

2 augusti 2019 | 4 min

Michael Zezas: Trade Uncertainty and Corporate Confidence

31 juli 2019 | 2 min

Mike Wilson: Will the Fed Surprise on a Rate Cut?

29 juli 2019 | 4 min

Special: Access & Opportunity Preview

26 juli 2019 | 5 min

Michael Zezas: The Fed Rate Cut Debate for Bond Investors

24 juli 2019 | 3 min

Mike Wilson: Weighing a Potential Fed Rate Cut

22 juli 2019 | 4 min

Andrew Sheets: 3 Consensus Views Worth Questioning

19 juli 2019 | 4 min

Michael Zezas: 2020 Election: How Likely Is Medicare-for-All?

17 juli 2019 | 2 min

Mike Wilson: For the S&P 500, Breaking Out Is Hard to Do

15 juli 2019 | 4 min

Andrew Sheets: A Second (and Third) Opinion for Equity Markets

12 juli 2019 | 4 min

Michael Zezas: Healthcare Reform - Here We Go Again?

10 juli 2019 | 3 min

Mike Wilson: 3 Summer Surprises Investors Could Be Missing

8 juli 2019 | 3 min

Andrew Sheets: A Narrow Path

5 juli 2019 | 4 min

Michael Zezas: How Markets View the Pause on Trade Tariffs

3 juli 2019 | 3 min

Mike Wilson: A G20 Trade Truce?

1 juli 2019 | 4 min

Andrew Sheets: What to Watch from the G20

28 juni 2019 | 4 min

Michael Zezas: Indirect Impacts

26 juni 2019 | 4 min

Mike Wilson: Are Markets Putting Stock in Trade?

24 juni 2019 | 3 min

Andrew Sheets: Let’s Say the Fed Cuts Rates in July…

21 juni 2019 | 4 min

Michael Zezas: Three Possible Trade Paths from the G20

19 juni 2019 | 3 min

Mike Wilson: How Confident Are U.S. Businesses in the Economy?

17 juni 2019 | 3 min

Andrew Sheets: The Dangers of Cheering for Weaker Data

14 juni 2019 | 4 min

Michael Zezas: Why ‘Slowbalization’ May Be Feeding Trade Tensions

12 juni 2019 | 3 min

Mike Wilson: Why Trade Tensions Are Only Part of the Story

10 juni 2019 | 3 min

Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs

7 juni 2019 | 3 min

Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks

5 juni 2019 | 2 min

Mike Wilson: U.S. Equities: How Much Correction is Ahead?

3 juni 2019 | 4 min

Andrew Sheets: Fed to the Rescue? Maybe Not.

31 maj 2019 | 4 min

Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma”

29 maj 2019 | 2 min

Mike Wilson: Are U.S. Economic Indicators Flashing Yellow?

27 maj 2019 | 3 min

Michael Zezas: The Other Concern for U.S. Trade

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