Michael Zezas: Will D.C. Rein In Big Tech?
Washington D.C. has become increasingly interested in tech regulation, but what’s the likelihood in the next two years? And what could it mean for tech stocks?
18 Nov 20202min
Mike Wilson: 2021 Preview - A Bull with Room to Run
Although near-term worries about the coronavirus and higher interest rates could challenge company valuations, the 12-month U.S. equities outlook may be just what the doctor ordered.
16 Nov 20203min
Andrew Sheets: An Artificial Calm?
Confidence in the ability of central bank to suppress market volatility through aggressive policy may be misplaced.
13 Nov 20202min
Matt Hornbach: 2021 - Another Big Year for Liquidity?
G10 central banks could inject another $2.8 trillion of liquidity next year—over twice the amount in any year prior to this one. How will this impact rates and currencies?
12 Nov 20203min
Michael Zezas: Vaccine-driven Rebound Could Help Munis
Although improving economic growth and rising inflation could present challenges for bond investors, “re-opening” could bring benefit for municipal bonds.
11 Nov 20202min
Reza Moghadam: Amid Lockdowns, Europe Looks to a Vaccine
Although COVID-19 new case rates have been climbing in Europe, the impact of this second wave may not be as severe this time around.
10 Nov 20204min
Mike Wilson: Markets Cheer Clarity on Vaccine, Election
Upbeat news on a coronavirus vaccine and a win for President-elect Biden drive stocks significantly higher. How should investors trade a potentially earlier re-opening?
9 Nov 20203min
Special Episode: Markets Parse Election Results, Jobs Report
All eyes are on the U.S. Presidential race as markets also weigh climbing coronavirus cases in the U.S., fiscal stimulus uncertainty and October’s jobs report.
6 Nov 20208min
