Martijn Rats: Do Equities Markets Believe the Price of Oil?
Are current oil prices sustainable? Although oil prices have rallied sharply over the last year, the performance of oil equities has been modest by comparison.
5 Elo 20213min
Michael Zezas: The Long and Winding Fiscal Road
The U.S. infrastructure bill is just the start of a larger fiscal process through year-end that may bring above average growth and higher U.S. Treasury yields.
4 Elo 20212min
Matt Hornbach: Are U.S. Treasuries Like Used Cars?
Falling Treasury yields have investors wondering whether prices will keep rising. But some insight could be gained from the trajectory of U.S. auto prices.
3 Elo 20214min
Mike Wilson: The Inevitable Removal of Policy Support
As a strong earnings season wraps up, pressure is mounting on the Fed to reduce its current level of emergency monetary support. What will this mean for stocks?
2 Elo 20213min
Special Episode, Part 2: Digging Deeper into Delta
On this episode we continue our close look at the COVID-19 Delta variant including boosters, the outlook for fall/winter and the impact on markets.
30 Heinä 20217min
Special Episode: Digging Deeper into the Delta Variant
On this episode, we take a closer look at the Delta variant including infectiousness, possibilities of mutation, and whether we’re stuck with COVID-19 long-term.
29 Heinä 20219min
Michael Zezas: U.S. Infrastructure - Deal or No Deal?
Investors have been closely watching headlines on the bipartisan infrastructure plan, but for markets, what may matter most is the broader fiscal policy plan.
28 Heinä 20212min
Mike Wilson: The Last Phase of Mid-Cycle
U.S. equity markets have transitioned through three of four typical changes associated with a mid-cycle transition. But the next, final phase—Fed tightening—may have the most impact.
27 Heinä 20214min
