Michael Zezas: Oil Exporter Tensions Add to Market Worries
The dual challenges of the coronavirus and the collapse of the OPEC plus arrangement intensifies the need for a fiscal response from Washington. Head of Public Policy Research Michael Zezas explains.
11 Maalis 20202min
Special Episode: The Road Ahead
Investors reacted strongly as oil prices and coronavirus worries disrupted markets. Chief Cross-Asset Strategist Andrew Sheets and Chief U.S. Economist Ellen Zentner debate what’s next.
10 Maalis 20208min
Mike Wilson: Revisiting the Rolling Bear Market
The recent correction in equity markets suggests that the fourth quarter rally in 2019 may have been a false breakout—and the rolling bear has unfinished business.
9 Maalis 20204min
Andrew Sheets: Patience as an Investing Virtue
Two competing forces—hopes for further central bank moves vs. coronavirus uncertainty—are driving a notable rise in volatility. What signal should investors watch for signs of a potential rebound?
6 Maalis 20202min
Michael Zezas: Lessons from Super Tuesday
From an investment standpoint, are there lessons to be learned from Joe Biden’s strong showing on Super Tuesday? Yes, but not the ones you might think.
4 Maalis 20203min
Special Episode: A Policy Fix Isn’t Easy
U.S. stocks fell Tuesday despite a half point rate cut by the Fed. Is conventional wisdom wrong that lower interest rates and central bank support are positives for stocks?
3 Maalis 20202min
Andrew Sheets: Coronavirus: Are Markets Overreacting?
Global equity markets have endured several days of losses as worries over the coronavirus continue. The question for many investors is “What to do now?”
27 Helmi 20203min
Special Episode: Coronavirus as Catalyst
Markets have spent the week increasingly concerned about the coronavirus, but Chief Investment Officer Mike Wilson says there’s a lot more going on beyond the headlines.
26 Helmi 20203min
