Mike Wilson: Equities Position for America’s Grand Reopening
Although it remains to be seen how fast the U.S. can “re-open,” in the near term, markets may be betting on an economy that will normalize faster than feared.
20 Huhti 20203min
Andrew Sheets: Why OPEC May Be Rethinking Its Strategy
The steep decline in oil prices is a fascinating story of demand, supply and even game theory. But Chief Cross-Asset Strategist Andrew Sheets says that story could reverse next year.
17 Huhti 20203min
Reza Moghadam: Emerging-Market Economies Prepare for COVID-19
Emerging markets recovered quickly from the 2008 financial crisis, but could a more challenging backdrop in 2020 mean a different outcome this time? Insights from Chief Economic Adviser Reza Moghadam.
16 Huhti 20204min
Michael Zezas: Has the Fed Ignited Muni Bond Markets?
For investors in municipal bonds, the Fed’s recent creation of the Municipal Liquidity Facility and Mainstreet Lending Facility are a key positive. Head of Municipal Strategy Michael Zezas explains why.
15 Huhti 20202min
Special Episode, Part 2: Coronavirus - Building Models to Rebuild Economies
When do we return to work? The market reaction? The drug pipeline? Chief Cross-Asset Strategist Andrew Sheets and Head Biotech Equity Analyst Matthew Harrison continue their discussion on the impact of the Covid-19 pandemic.
14 Huhti 202010min
Mike Wilson: U.S. Markets React to Fed Moves
If there is one lesson to be learned from the financial repression era it's that when risk premium appears, investors may want to make moves before it evaporates.
13 Huhti 20204min
Special Episode: Coronavirus – Building Models to Rebuild Economies
How do you track a virus, a global economy and a road to recovery? On this special episode, an engaging conversation with our Chief Cross-Asset Strategist and Head Biotech Equity Analyst.
9 Huhti 20209min
Michael Zezas: Another Dose of Fiscal Stimulus?
The U.S. Congress has been debating ways to flatten another worrying curve: the sliding economic growth curve. What form could additional fiscal stimulus take?
8 Huhti 20202min
