Michael Zezas: Never a Dull Moment in the Political Economy?
For investors, U.S. fiscal policy, tax increases and U.S.-China relations are three key items to watch as we head toward fall. We outline potential outcomes.
25 Elo 20213min
Adam Jonas: Space Investing - Ready for Takeoff?
Recent developments in space travel may be setting the stage for a striking new era of tech investment. Are investors paying attention?
24 Elo 20214min
Mike Wilson: The U.S. Consumer Takes a Break
An old adage says 'never bet against the US consumer's willingness to spend,' but new data on demand and consumption may say otherwise.
23 Elo 20213min
Andrew Sheets: For Markets, What Lies Beneath?
Despite a fair amount of uncertainty, global stock prices have continued to march higher. But under the surface, markets have become a bit more discerning.
20 Elo 20213min
Special Episode: Kids, COVID, and the Return to School
As back-to-school approaches, we take a close look at school safety, child case numbers amid Delta and the path ahead for vaccines for younger children.
19 Elo 202110min
Michael Zezas: Deciphering the Infrastructure Chess Game
Last week, the U.S. Senate advanced both a budget blueprint and a $1 trillion bipartisan infrastructure bill. What can investors expect from the House of Representatives?
18 Elo 20212min
Graham Secker: Three Reasons European Equities Remain Strong
Despite recent uncertainty caused by the Delta variant, regulatory changes and the potential for a stronger dollar, European Equities are showing renewed strength that could last to the end of the year.
17 Elo 20213min
Mike Wilson: Navigating a Tricky Transition
A strong second quarter earnings season wraps up this week, but lower than consensus earnings for next year and lower valuations could make the road ahead a bit bumpier.
16 Elo 20213min
