Michael Zezas: Rising Risks for New Stimulus?

After performing strongly for much of this year, European stocks have traded sideways over the last month. But a closer look at the data suggests an optimistic outlook.

12 Heinä 20213min

Although a typical explanation for market strength has been the large amount of cash being pushed into markets from central banks and investors, it’s not the whole story.

9 Heinä 20213min

Last week, U.S. air travel surpassed 2019 levels. And this recovery in demand may be an important story for both fixed income and equity investors to understand.

8 Heinä 20212min

Labor-intensive companies that should benefit from the reopening are feeling the pinch from rising wage costs. With growth stocks likely overbought, where do investors go from here?

7 Heinä 20213min

U.S. home price growth has been on a tear, but will affordability pressures begin weighing on home sales? The answer is a bit complicated.

6 Heinä 20218min

It's easy to forget just how different the world looked just six months ago. Does the renewed optimism suggest higher returns or just higher expectations?

2 Heinä 20213min

Until recently, wages have been on a forty year decline, driving new calls for policymaker action. A look at the implications for GDP, inflation and income inequality.

1 Heinä 20213min

Is U.S. infrastructure already priced into Treasury yields? The answer may lie with whether investors are accurately gauging the true size of the final package.

30 Kesä 20214min