Andrew Sheets: The New Definition of “Peak Oil”?

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?

Jaksot(1508)

Andrew Sheets: Are Markets Pricing-In Recent U.S. Election Polls?

Andrew Sheets: Are Markets Pricing-In Recent U.S. Election Polls?

Although many investors view markets as a highly efficient prognostic machine, the surprises of the 2016 election may have created more hesitancy to guess election outcomes.

16 Loka 20202min

Special Episode: Playing the Reopening and Recovery Into 2021

Special Episode: Playing the Reopening and Recovery Into 2021

On this Special Episode, Chief U.S. Economist Ellen Zentner talks with U.S. Equity Strategist Adam Virgadamo about the path to recovery and mispriced “reopening stocks.”

15 Loka 20209min

Michael Zezas: One Fewer Election Blind Spot?

Michael Zezas: One Fewer Election Blind Spot?

Although it’s possible that the results of the 2020 U.S. election won’t come on Nov. 3rd, there is some fresh evidence that it may unfold more smoothly than pundits predict.

14 Loka 20202min

Mike Wilson: Investors Juggle Multiple Uncertainties

Mike Wilson: Investors Juggle Multiple Uncertainties

Although there is uncertainty over new stimulus, a potential coronavirus second wave and the upcoming election, investors can use market volatility to their advantage.

12 Loka 20203min

Michael Zezas: Should Investors Prepare for No Stimulus?

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?

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?

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

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