Special Episode: So How Healthy Is the U.S. Consumer?
Consumer spending has an outsized impact on U.S. economic growth, representing 70% of the economy. We take a deep dive into savings, spending and the labor market.
22 Heinä 202110min
Special Encore: Viruses, Variants and Vaccines - What’s Next?
Original Release on June 24th, 2021: Although the darkest days of COVID-19 are hopefully behind us, new variants, vaccine distribution issues and uncertainty about winter still remain key issues.
21 Heinä 20219min
Andrew Sheets: A Closer Look at Yesterday’s Market Drop
A popular read on yesterday’s drop in stocks and bond yields is concern over the COVID Delta variant and global growth. But that analysis may only be part of the story.
20 Heinä 20212min
Special Episode: Bond Markets React to Delta Variant Worries
On this special edition of the podcast, we examine the path ahead for fixed income and the dollar amid increased concern over the COVID-19 Delta variant and economic growth.
19 Heinä 20216min
Andrew Sheets: The Complicated Portrait of Retail Investing
Over the last 18 months, individual investor activity into single stocks has surged. But the bigger story may be the record amount of investment in ETFs.
16 Heinä 20213min
Jonathan Garner: 4 Concerns to Watch on Asia & EM Equities
As the year began, there was a high degree of optimism that 2021 could be a great year for Asia & EM equities. But instead, Asian equities have lagged the U.S. and Europe. So what went wrong?
15 Heinä 20214min
Michael Zezas: The $4 Trillion-Dollar Question
The U.S. could be gearing up to approve $4 trillion in new spending over the next 10 years. A look at what that could mean for GDP and Treasuries.
14 Heinä 20212min
Mike Wilson: Are U.S. Equities Markets Hunkering Down?
Major U.S. indices may be climbing to all-time highs but broader weakness in individual stock prices could be sending investors a signal.
13 Heinä 20213min
