Robin Xing: Is China's Recovery Losing Momentum?
Since last year, China's economic recovery has been strong… but uneven. After a hiccup in the second quarter, will manufacturing and consumers come to the rescue?
23 Jun 20213min
Special Episode: The Fed Is Talking Taper… But When?
Last week, the Fed rattled markets by laying the groundwork for tapering its asset purchase program. But is this taper talk? Or just talking about talking about tapering?
23 Jun 202111min
Mike Wilson: When Is a “Surprise” Not Surprising?
Although the Fed’s surprise hawkish turn in its latest policy decision caught markets off-guard, the monetary tightening process may actually have begun months ago.
21 Jun 20213min
Special Encore: The Red Hot Capex Cycle
Original release on May 21st, 2021: Consumer spending should drive strong business investment in the months ahead, driving global GDP above its pre-COVID-19 path. But inflation may be a risk to watch.
18 Jun 202110min
Andrew Sheets: Markets 2021 - Using Past as Prologue
Although investors often look to the past to assess current market conditions (such as a post-pandemic recovery or rising inflation), one year in particular may serve as an interesting guidepost.
17 Jun 20213min
Michael Zezas: For Infrastructure, Go Big or Go Bipartisan?
Will negotiations on a U.S. infrastructure deal lead to a bipartisan bill or a Democrats-only bill? The answer matters quite a bit for fixed-income investors.
16 Jun 20213min
Graham Secker: European Equities Take a Turn Toward the Micro
Over the past few weeks, European equity flows have been at the highest levels in three years. Could a period of consolidation be ahead?
15 Jun 20213min
Mike Wilson: A View from the Peak?
While the outlook for growth and inflation looks strong through next year, both may disappoint lofty investor expectations—and bring consequences for some stock sectors.
14 Jun 20213min
