Mike Wilson: The Case for Higher Long-Term Interest Rates
Although marketplace consensus believes that long-term interest rates are set to stay lower for longer, five factors suggest higher long-term rates could be ahead.
17 Elo 20203min
Andrew Sheets: Better to Travel Than to Arrive?
Markets have been surprisingly strong of late given the delay in further stimulus in the U.S.. Chief Cross-Asset Strategist Andrew Sheets discusses the potential causes and why a note of caution may b...
14 Elo 20202min
Michael Zezas: Rising Risks for New Stimulus?
Is it the end of the road for more economic aid from Congress this year? Michael Zezas, Head of U.S. Public Policy Research breaks down the impasse and outcomes.
12 Elo 20202min
Reza Moghadam: The EU Recovery Fund’s Next Phase
After intense negotiations, European leaders have reached a historic coronavirus recovery deal. However, the hardest challenge may lie ahead: How to spend the resources wisely.
11 Elo 20204min
Andrew Sheets: The Case for Optimism in the Near Term
Chief Cross-Asset Strategist Andrew Sheets says although their base case for continued market strength is measured, there is an argument to be made for a bull case forecast.
7 Elo 20202min
Mike Wilson: Who’s Driving The Growth in U.S. Money Supply?
Growth in money supply is one of the most powerful indicators for rising inflation—and it's currently rising at record levels. How should investors position portfolios?
3 Elo 20203min
Andrew Sheets: A Refreshing Pause for Markets?
With the precipitous drop in U.S. GDP and the effects of monetary and fiscal interventions, the rest of third quarter may be a moment for investors to take a breather.
31 Heinä 20203min
Michael Zezas: Considering a Potential U.S.-China Decoupling
As tensions between the U.S. and China tick higher, investors are weighing the chances of a potential U.S.-China economic decoupling—and what it might look like.
29 Heinä 20202min
