Special Encore: What Are Other Investors Thinking?

Special Encore: What Are Other Investors Thinking?

Original release April 16th, 2021: Keeping tabs on how other investors are trading can do more than just satisfy curiosity. It can provide a window into trends and current market debates.

Jaksot(1515)

Andrew Sheets: Markets Ponder a Trillion-Dollar Question

Andrew Sheets: Markets Ponder a Trillion-Dollar Question

A downward adjustment in some high-flying U.S. tech stocks has put investors on edge this month, but an impasse on fiscal stimulus negotiations may be the real issue to watch.

11 Syys 20203min

Special Episode: Why Vaccine Discovery is Just the Beginning

Special Episode: Why Vaccine Discovery is Just the Beginning

As COVID-19 vaccine development continues in phase three studies, the logistics of FDA approvals, production and the complex hurdles of distribution are taking shape.

10 Syys 20209min

Michael Zezas: The Waiting is the Hardest Part

Michael Zezas: The Waiting is the Hardest Part

Could a possible delay in U.S. election night results mean volatility as markets price various outcomes for policies that impact sectors?

9 Syys 20202min

Mike Wilson: Putting the Market Correction in Context

Mike Wilson: Putting the Market Correction in Context

Although the current market correction is not wholly surprising given the outsized rally in August, what was the ultimate trigger… and what's next?

8 Syys 20204min

Andrew Sheets: Are Markets Really “Disconnected”?

Andrew Sheets: Are Markets Really “Disconnected”?

How to explain the steady, almost mechanical rise in markets despite often weak economic data? It may come down to expectations and trend lines.

3 Syys 20202min

Mike Wilson: The Age of Fiscal Policy Dominance?

Mike Wilson: The Age of Fiscal Policy Dominance?

Although consensus sees long-term interest rates staying low, could a potential $2 trillion fiscal stimulus mean rates will rise more (and faster) than markets currently expect?

31 Elo 20203min

Michael Zezas: How Much Aid Do State/Local Governments Need?

Michael Zezas: How Much Aid Do State/Local Governments Need?

Just how big would a state and local U.S. stimulus package need to be to support a V-shaped recovery and avoid credit downgrades?

26 Elo 20202min

Robin Xing: China’s Next Phase - Recovery, Reshoring, Retaining

Robin Xing: China’s Next Phase - Recovery, Reshoring, Retaining

China’s recovery could be progressing better than markets expected as consumers spend more money onshore and the nation’s export engine gains market share.

25 Elo 20204min

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