Andrew Sheets: Better to Travel Than to Arrive?

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 be in order for investors.

Episoder(1509)

Michael Zezas: Breaking - Why Post-Election Day Just Got Trickier

Michael Zezas: Breaking - Why Post-Election Day Just Got Trickier

Amidst the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.

5 Nov 20202min

Mike Wilson: Is the Worst of the Correction Over?

Mike Wilson: Is the Worst of the Correction Over?

Although some volatility may lie ahead, the end of the U.S. election cycle and progress on a potential coronavirus vaccine may bring some optimism to markets.

2 Nov 20203min

Andrew Sheets: A Transformational Sweep?

Andrew Sheets: A Transformational Sweep?

A look at the 2008 and 2016 U.S. elections suggests that a sweep by either Democrats or Republicans could push stocks and bond yields higher in 2021.

30 Okt 20202min

Michael Zezas: Election Night Strategy for Investors

Michael Zezas: Election Night Strategy for Investors

For investors, election night could hinge on moments when markets conclude who has won, not necessarily on when media networks call a winner.

28 Okt 20202min

Mike Wilson: 3 Sticking Points for U.S. Equities

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 Okt 20203min

U.S. Election 2020: Divided Government Scenarios

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 Okt 20207min

U.S. Election 2020: Straightaways and Detours

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 Okt 20209min

Michael Zezas: What's Going On With The U.S. Bond Market?

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 Okt 20202min

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