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

As China moves to make good on carbon targets, it will turn increasingly toward a large scale green investment strategy across its economy.

30 Mar 20214min

A look at why investors may want to position for a shift from early cycle conditions to more mid-cycle characteristics as the economy heads toward re-opening.

29 Mar 20213min

The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track.

26 Mar 20213min

Amid a generally conservative outlook for emerging markets, key differentiators are their scope for policy action, pace of vaccine rollout and equity valuations.

25 Mar 20219min

Most Trump era barriers remain in place and new ones may even be implemented by the current administration. Markets should pay attention.

24 Mar 20212min

The Internet sector is more essential than ever. Our analyst looks at where pandemic habits will be stickiest and where the return to ‘normal’ may limit it.

23 Mar 20214min

We forecast a shorter and hotter business cycle than the consensus estimates, suggesting a move to mid-cycle portfolio positions earlier than expected.

22 Mar 20213min

Chief Cross-Asset Strategist Andrew Sheets and Biotech equity analyst Matthew Harrison continue their conversation, with a focus on international progress for COVID-19 vaccinations.

19 Mar 20218min