Mike Wilson: 3 Sticking Points for U.S. Equities
U.S. equity markets have been stuck range bound due to three key concerns, but investors could use that uncertainty to their advantage.
26 Loka 20203min
U.S. Election 2020: Divided Government Scenarios
In part two of our special election episode, we look at the policies that could potentially come out of divided party control among the White House, Senate and House, and how they might impact markets...
23 Loka 20207min
U.S. Election 2020: Straightaways and Detours
What is the road ahead for global markets between now and inauguration day? The answer may fall into two categories: straightaways and detours. Part one of a special two-part episode.
22 Loka 20209min
Michael Zezas: What's Going On With The U.S. Bond Market?
The yields on 10-year and 30-year Treasuries are now at multi-month highs, prompting some investors to ask “What’s going on?” Analysis from Head of U.S. Public Policy Michael Zezas.
21 Loka 20202min
Mike Wilson: Why the Correction May Not Be Over
Uncertainty about fiscal stimulus, the U.S. election and the pandemic could mean the correction isn’t over. However, one thematic opportunity could present itself.
19 Loka 20203min
Andrew Sheets: Are Markets Pricing-In Recent U.S. Election Polls?
Although many investors view markets as a highly efficient prognostic machine, the surprises of the 2016 election may have created more hesitancy to guess election outcomes.
16 Loka 20202min
Special Episode: Playing the Reopening and Recovery Into 2021
On this Special Episode, Chief U.S. Economist Ellen Zentner talks with U.S. Equity Strategist Adam Virgadamo about the path to recovery and mispriced “reopening stocks.”
15 Loka 20209min
Michael Zezas: One Fewer Election Blind Spot?
Although it’s possible that the results of the 2020 U.S. election won’t come on Nov. 3rd, there is some fresh evidence that it may unfold more smoothly than pundits predict.
14 Loka 20202min
