Michael Zezas: One Fewer Election Blind Spot?

Global economies are set for next phase of a V-shaped recovery in both developed and emerging markets. Why that could be good news for equities and credit markets.

21 Marras 202015min

Washington D.C. has become increasingly interested in tech regulation, but what’s the likelihood in the next two years? And what could it mean for tech stocks?

18 Marras 20202min

Although near-term worries about the coronavirus and higher interest rates could challenge company valuations, the 12-month U.S. equities outlook may be just what the doctor ordered.

16 Marras 20203min

Confidence in the ability of central bank to suppress market volatility through aggressive policy may be misplaced.

13 Marras 20202min

G10 central banks could inject another $2.8 trillion of liquidity next year—over twice the amount in any year prior to this one. How will this impact rates and currencies?

12 Marras 20203min

Although improving economic growth and rising inflation could present challenges for bond investors, “re-opening” could bring benefit for municipal bonds.

11 Marras 20202min

Although COVID-19 new case rates have been climbing in Europe, the impact of this second wave may not be as severe this time around.

10 Marras 20204min

Upbeat news on a coronavirus vaccine and a win for President-elect Biden drive stocks significantly higher. How should investors trade a potentially earlier re-opening?

9 Marras 20203min