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

Special Episode: Coronavirus – Building Models to Rebuild Economies

Senaste avsnitt

Why Markets Remain Murky on Tariff Fallout

How Waning American Dominance Could Move Yields

Is American Market Dominance Over?

A Good Time to Buy the Dip?

Singapore’s $4 Trillion Transformation

Who Will Fund AI’s $3 Trillion Ask?

Trump‘s AI Action Plan

Will the Entertainment Business Stay Human?

Asia’s $46 Trillion Question

Can a ‘Shadow Chair’ Steer the Fed?

No Summer Slowdown for Markets – Yet

How a Weaker Dollar Could Boost U.S. Stocks

Coming Soon: The Tariff Hit on Economic Data

The End of the U.S. Dollar’s Bull Run?

How Wall Street Is Weathering the Tariff Storm

Bracing for Sticker Shock

The Future Reckoning of Tariff Escalation

Are Foreign Investors Fleeing U.S. Assets?

How AI Is Disrupting Defense

Have U.S. Consumers Shaken Off Tariff Concerns?

America’s Debt Story

Three Possibilities for What’s Next on Tariffs

How AI Could Transform the Real Estate Sector

The U.S. Housing Market Slowdown

Watching the Canary in the Coalmine

Why the Fed Will Cut Late, But Cut More

Humanoids’ Insatiable Hunger for Minerals

India Outperforms with High Growth and Low Volatility

Why Stocks Can Be Resilient Despite Geopolitical Risk

Midyear Credit Outlook: An Odd Disconnect in Asia

How Oil Could Price Amid Mideast Tensions

Why Markets Should Keep an Eye on Japan’s AI Playbook

A Bullish Case for Large Cap U.S. Equities

The Economic Stakes of President Trump’s Immigration Policy

Midyear Credit Outlook: Slowdown in Europe

What the New Tax Bill Means for Cross-Border Portfolios

How China Is Rewriting the AI Code

U.S. Financials Conference: Three Key Themes to Watch

Standing by Our Outlook

5 Reasons the Obesity Drug Market Remains Strong

Midyear U.S. Credit Outlook: Why Investors Should Be Selective

U.S. Shoppers Take Stock

Why Equity Markets May Be Stronger Than You Think

Why Interest Rates Matter Again

What Now with Tariffs?

How to Decode Tariff Signals

Luxury Sector Tightens Its Belt

Midyear U.S. Outlook: Equity Markets a Step Ahead?

Midyear Global Outlook, Pt 2: Why the U.S. Still Leads Global Markets

Midyear Global Outlook, Pt 1: Skewing to the Downside

Japan Summit: Consumer Resilience and Trade Uncertainty

Market Risks Persist After U.S.-China Trade Detente

Lessons Amid the Market Rollercoaster

The Rise Of The Humanoid Economy

What the Tax Debate Could Mean for Markets

Can Private Credit Weather Macro Risks?

U.S.-China Trade Truce: What’s Next?

The Eye of a Market Storm

Why is the Taiwanese Dollar Suddenly Surging?

Are Investors Searching for New ‘Safe Havens’?

U.S. Economy: Solid Footing For Now, Uncertainty Ahead

Munis: Tax-Free Income in Times of Stress

Why the UK May Be Poised for a Surprising Rebound

Can South Korea Afford To Grow Old?

A Possible Roadmap for U.S. Tariff Policy

Is the Oil Market Flashing a Potential Recession Warning?

What Should Investors Expect from Earnings Season?

Tariffs Could Drag on Growth in Asia as Well as U.S.

Will Housing Prices Keep Climbing?

Is the Beverage Industry Drying Up?

How Investors are Playing Defense

Recession Fears Are a Wild Card for Markets

How Much More Could Your Smartphone Cost?

Tariff Uncertainty Creates Opportunity in Credit

Gold Rush Picks Up Speed

Where Is the Bottom of the Market?

Is the Market Rebound a Mirage?

Why Tariffs Spurred a Dash for Cash