Special Episode: Playing the Reopening and Recovery Into 2021
On this Special Episode, Chief U.S. Economist Ellen Zentner talks with U.S. Equity Strategist Adam Virgadamo about the path to recovery and mispriced “reopening stocks.”
15 Okt 20209min
Michael Zezas: One Fewer Election Blind Spot?
Although it’s possible that the results of the 2020 U.S. election won’t come on Nov. 3rd, there is some fresh evidence that it may unfold more smoothly than pundits predict.
14 Okt 20202min
Mike Wilson: Investors Juggle Multiple Uncertainties
Although there is uncertainty over new stimulus, a potential coronavirus second wave and the upcoming election, investors can use market volatility to their advantage.
12 Okt 20203min
Andrew Sheets: The New Definition of “Peak Oil”?
Do tech-driven energy efficiencies—coupled with a shift in environmental attitudes—mean oil demand will fail to recover to pre-COVID levels?
9 Okt 20203min
Michael Zezas: Should Investors Prepare for No Stimulus?
With mixed signals coming from the White House and Congress, should investors be concerned about no further stimulus? Why there may still be good news.
7 Okt 20202min
Mike Wilson: Rate Scare on Deck?
With a U.S. fiscal stimulus deal looking more likely, the risk of long-term interest rates moving higher has now increased—a shift that could benefit recovery stocks.
5 Okt 20203min
Andrew Sheets: How Will Markets React to a Workable Vaccine?
For markets, a vaccine may be the most significant sign the world may return to a more normal future. But what are markets pricing in currently?
2 Okt 20202min
