Shawn Kim: Asia Tech at the Dawn of a New Cycle
What Asia tech trends should investors be watching in the year ahead? Shawn Kim, Head of Asia Technology Research, shares five key themes for 2021.
2 Feb 20213min
Mike Wilson: Why This Isn’t Dot-Com Bubble Redux
Although last week's market correction was long overdue (and perhaps not finished), two differences separate the tech bubble of 1999-2000 and the present.
1 Feb 20213min
Andrew Sheets: The Short-selling Drama - Sideshow or Main Event?
A handful of heavily shorted stocks took markets for a bit of ride this week. Does it say something larger about the future direction of equities markets?
29 Jan 20212min
Special Episode: Where is Consumer Spending Trending?
On this episode, we look at the evolution of U.S. consumer spending trends—and parallel investment themes—as COVID-19 vaccines roll out this year.
28 Jan 202110min
Michael Zezas: U.S. Stimulus Twists and Turns
When it comes to the next round of U.S. fiscal stimulus, in the near term it may be the journey that moves markets, not the destination.
27 Jan 20212min
Mike Wilson: An Overexuberant Bull?
It’s hard to ignore that pockets of excess have developed in financial markets. While past is not always prologue, a look back at the global financial crisis and tech bubble of 1999 provides perspective.
26 Jan 20213min
Special Episode: U.S. Housing and Credit Outlook 2021
Data on housing supply, demand, affordability and credit availability paint an optimistic picture for U.S. housing. We dive into the outlook for residential credit and agency mortgage markets.
22 Jan 202111min
Andrew Sheets: The Case for Optimism in 2021
Investors are keeping a worried eye on the pandemic, expensive stock valuations and potentially higher inflation. But even in these areas there may be cause for optimism.
21 Jan 20213min
