Special Episode: Europe’s Economic Scarring Post-Pandemic
Recessions can create long-term scars on labor, investment and the pace of innovation. Is Europe more prepared to lessen COVID-related economic scarring than in past crises?
18 Helmi 202110min
Michael Zezas: What’s Next for U.S.-China Trade?
Concerns about the state of U.S.-China trade relations dominated investor thinking in 2018 and 2019. What’s the path forward for the Biden administration?
17 Helmi 20212min
Adam Jonas: Space - The Disruption of All Disruptions?
The scientific race toward quantum communication is already underway. A look at why the global space economy will be critical to its development.
16 Helmi 20213min
Andrew Sheets: With Gold, the Narrative Matters
Gold is sometimes perceived by investors as a good hedge against inflation, however its track record in this capacity is worth a closer look.
12 Helmi 20212min
COVID-19: Variants, Vaccines and the Road Ahead
We dive into what’s ahead amid competing news headlines on the improving pace of vaccinations and worries over new variants.
11 Helmi 202110min
Special Episode: The Debate over U.S. Fiscal Stimulus and Inflation
Michael Zezas, Head of U.S. Public Policy Research and Matthew Hornbach, Global Head of Macro Strategy, discuss the impact of stimulus and inflation on fixed income markets.
10 Helmi 20217min
Chetan Ahya: The Fed, Stimulus and “The High-Pressure Economy”
If you’re not familiar with the concept of a high-pressure economy, now might be a good time to get acquainted. A new forecast for the U.S. economy.
9 Helmi 20213min
Mike Wilson: Was January a Roadmap for 2021?
Historically speaking, as goes January, so goes the year. Here’s why higher volatility and dispersion of returns between sectors and stocks may define 2021.
8 Helmi 20213min
