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 Aug 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 Aug 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 Aug 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 Jul 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 Jul 20202min
Special Episode: Investment Themes for a Post-COVID World
The impact of COVID-19 on consumer behavior and macro trends will likely affect investing fundamentals for years to come. Our experts weigh in on several high-level themes for investors.
28 Jul 202010min
Mike Wilson: Have Stocks “Pulled Forward” Too Much?
Some U.S. stocks have reaped the benefits of a pull forward in demand thanks to effects of the pandemic. But with valuations rich, is a correction now ahead?
27 Jul 20204min
Special Episode, Part 2: COVID-19 - How Close Are We to a Vaccine?
In the second of a special two-part episode, we talk with biotech equity analyst Matthew Harrison about market response to new data in the race for a vaccine.
24 Jul 20208min
