Andrew Sheets: The Uncertainty of the Fed’s New Certainty

Although the pandemic put U.S.-China trade tensions on a low simmer, several catalysts could now turn up the heat. Three takeaways for investors.

10 Aug 20213min

July’s strong labor market report suggests the Fed may be behind the curve on monetary policy— and markets could soon start to notice.

9 Aug 20213min

The Delta variant, slow progress on U.S. infrastructure and some recent disappointing data have markets worried about the economic recovery. Here’s another view.

6 Aug 20213min

Are current oil prices sustainable? Although oil prices have rallied sharply over the last year, the performance of oil equities has been modest by comparison.

5 Aug 20213min

The U.S. infrastructure bill is just the start of a larger fiscal process through year-end that may bring above average growth and higher U.S. Treasury yields.

4 Aug 20212min

Falling Treasury yields have investors wondering whether prices will keep rising. But some insight could be gained from the trajectory of U.S. auto prices.

3 Aug 20214min

As a strong earnings season wraps up, pressure is mounting on the Fed to reduce its current level of emergency monetary support. What will this mean for stocks?

2 Aug 20213min

On this episode we continue our close look at the COVID-19 Delta variant including boosters, the outlook for fall/winter and the impact on markets.

30 Jul 20217min