Mike Wilson: The Age of Fiscal Policy Dominance?

Mike Wilson: The Age of Fiscal Policy Dominance?

Although consensus sees long-term interest rates staying low, could a potential $2 trillion fiscal stimulus mean rates will rise more (and faster) than markets currently expect?

Jaksot(1510)

Special Episode: Markets Parse Election Results, Jobs Report

Special Episode: Markets Parse Election Results, Jobs Report

All eyes are on the U.S. Presidential race as markets also weigh climbing coronavirus cases in the U.S., fiscal stimulus uncertainty and October’s jobs report.

6 Marras 20208min

Michael Zezas: Breaking - Why Post-Election Day Just Got Trickier

Michael Zezas: Breaking - Why Post-Election Day Just Got Trickier

Amidst the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.

5 Marras 20202min

Mike Wilson: Is the Worst of the Correction Over?

Mike Wilson: Is the Worst of the Correction Over?

Although some volatility may lie ahead, the end of the U.S. election cycle and progress on a potential coronavirus vaccine may bring some optimism to markets.

2 Marras 20203min

Andrew Sheets: A Transformational Sweep?

Andrew Sheets: A Transformational Sweep?

A look at the 2008 and 2016 U.S. elections suggests that a sweep by either Democrats or Republicans could push stocks and bond yields higher in 2021.

30 Loka 20202min

Michael Zezas: Election Night Strategy for Investors

Michael Zezas: Election Night Strategy for Investors

For investors, election night could hinge on moments when markets conclude who has won, not necessarily on when media networks call a winner.

28 Loka 20202min

Mike Wilson: 3 Sticking Points for U.S. Equities

Mike Wilson: 3 Sticking Points for U.S. Equities

U.S. equity markets have been stuck range bound due to three key concerns, but investors could use that uncertainty to their advantage.

26 Loka 20203min

U.S. Election 2020: Divided Government Scenarios

U.S. Election 2020: Divided Government Scenarios

In part two of our special election episode, we look at the policies that could potentially come out of divided party control among the White House, Senate and House, and how they might impact markets.

23 Loka 20207min

U.S. Election 2020: Straightaways and Detours

U.S. Election 2020: Straightaways and Detours

What is the road ahead for global markets between now and inauguration day? The answer may fall into two categories: straightaways and detours. Part one of a special two-part episode.

22 Loka 20209min

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