Michael Zezas: U.S. Infrastructure - Deal or No Deal?
Investors have been closely watching headlines on the bipartisan infrastructure plan, but for markets, what may matter most is the broader fiscal policy plan.
28 Jul 20212min
Mike Wilson: The Last Phase of Mid-Cycle
U.S. equity markets have transitioned through three of four typical changes associated with a mid-cycle transition. But the next, final phase—Fed tightening—may have the most impact.
27 Jul 20214min
Chetan Ahya: Will a Debt Hangover Hamper Recovery?
How can governments worldwide manage the historically high debt incurred in response to the COVID-19 crisis? The answer may be a bit counterintuitive.
26 Jul 20213min
Michael Zezas: The Debt Ceiling - Here We Go Again?
The Congressional debate over raising the “debt ceiling”—the total amount of money that the U.S. is authorized to borrow—has begun again. Should investors be concerned?
23 Jul 20212min
Special Episode: So How Healthy Is the U.S. Consumer?
Consumer spending has an outsized impact on U.S. economic growth, representing 70% of the economy. We take a deep dive into savings, spending and the labor market.
22 Jul 202110min
Special Encore: Viruses, Variants and Vaccines - What’s Next?
Original Release on June 24th, 2021: Although the darkest days of COVID-19 are hopefully behind us, new variants, vaccine distribution issues and uncertainty about winter still remain key issues.
21 Jul 20219min
Andrew Sheets: A Closer Look at Yesterday’s Market Drop
A popular read on yesterday’s drop in stocks and bond yields is concern over the COVID Delta variant and global growth. But that analysis may only be part of the story.
20 Jul 20212min
Special Episode: Bond Markets React to Delta Variant Worries
On this special edition of the podcast, we examine the path ahead for fixed income and the dollar amid increased concern over the COVID-19 Delta variant and economic growth.
19 Jul 20216min
