Andrew Sheets: The New Definition of “Peak Oil”?
Do tech-driven energy efficiencies—coupled with a shift in environmental attitudes—mean oil demand will fail to recover to pre-COVID levels?
9 Loka 20203min
Michael Zezas: Should Investors Prepare for No Stimulus?
With mixed signals coming from the White House and Congress, should investors be concerned about no further stimulus? Why there may still be good news.
7 Loka 20202min
Mike Wilson: Rate Scare on Deck?
With a U.S. fiscal stimulus deal looking more likely, the risk of long-term interest rates moving higher has now increased—a shift that could benefit recovery stocks.
5 Loka 20203min
Andrew Sheets: How Will Markets React to a Workable Vaccine?
For markets, a vaccine may be the most significant sign the world may return to a more normal future. But what are markets pricing in currently?
2 Loka 20202min
Special Episode: COVID-19 Vaccine - Trials and Tribulations
COVID-19 vaccines are navigating through the last stage of clinical trials, but hurdles still lie ahead for efficacy, distribution and FDA approval.
1 Loka 20209min
Michael Zezas: It’s the Results That Count
How will markets react if final U.S. election results take days or weeks? Head of U.S. Public Policy Research Michael Zezas shares advice for investors.
30 Syys 20202min
Mike Wilson: Near-term Correction; Long-term Recovery?
The recent correction may have been inevitable given rising risks for fiscal stimulus, a potential COVID-19 second wave and the upcoming election. But a resolution to these hurdles may also be possible longer-term.
28 Syys 20203min
Andrew Sheets: Four Reasons to Remain Patient
Despite a needed correction in recent weeks, a suite of significant risks still hangs over U.S. markets. Chief Cross-Asset Strategist Andrew Sheets explains.
25 Syys 20202min
