Special Episode: Lessons and Limits of China’s Recovery
What China’s rebound from COVID-19 can—and can’t—tell us about the path, speed and pitfalls of economic reopening for other countries. Chief China Economist Robin Xing and Chief Cross-Asset Strategist...
14 Touko 20209min
Michael Zezas: COVID-19 Sparks Renewed U.S.-China Trade Tensions
Can the Phase One trade deal détente stand, or will the U.S. and China return to a cycle of escalating tariffs that may impact prospects of a rebound in economic growth? Michael Zezas, Head of Public ...
13 Touko 20202min
Mike Wilson: U is for Unicorn
Amid investor speculation about the shape of a recovery, Chief Investment Officer Mike Wilson urges a standard recession playbook.
11 Touko 20203min
Special Episode, Part 2: Markets Eye Climbing Government Deficits
How should an investor evaluate the issue of high levels of government debt as nations battle the impact of the coronavirus? A deep dive into the debate.
8 Touko 20209min
Special Episode: Recovering from the Stimulus
How can we best coordinate policy to support a timely recovery and what lessons can we learn from the past? Chief Global Economist Chetan Ahya and Chief Cross Asset Strategist Andrew Sheets discuss th...
7 Touko 20208min
Michael Zezas: Fixing a Hole (in State Budgets)
The hole in U.S. state budgets caused by coronavirus-driven revenue shortfalls will likely affect more than just muni bond investors. Head of Public Policy Michael Zezas explains.
6 Touko 20201min
Mike Wilson: A Pause that Refreshes
As the rally in U.S. equities takes a break, investors may want to position for "early cycle." And that means re-thinking portfolios just as downbeat economic and earnings data arrives.
4 Touko 20203min
Andrew Sheets: The Disconnect Between Economies and Markets
Why did April’s stock market gains seem oddly disconnected from recent poor economic data? Chief Cross Asset Strategist Andrew Sheets has the answer.
1 Touko 20203min
