Michael Zezas: States Look to D.C. to Fill Budget Holes
Local and state governments across the U.S. are eagerly watching whether a new round of stimulus will help them address budget shortfalls. Will Congress deliver?
22 Jul 20202min
Mike Wilson: Adapting to The Ninth Wonder of the World
Understanding the regime of financial repression we are under, and recent changes in it, is key for successful investment. Chief Investment Officer, Mike Wilson explains.
20 Jul 20204min
Andrew Sheets: Bracing for Challenges Ahead
While July contains a number of potentially positive market events, August and September could present a number of potentially problematic ones.
17 Jul 20203min
Michael Zezas: Coronavirus - Why Another Stimulus Deal is Likely
Could a new $1 trillion stimulus deal make its way through the halls of Congress before the summer recess? Why the likelihood of a deal is increasing.
15 Jul 20202min
Mike Wilson: U.S. Markets Weigh Optimism; Uncertainty
U.S. equities—tech stocks in particular—have powered higher since March lows, but investors are still parsing Q2 earnings, a coming election and rising COVID-19 cases.
13 Jul 20204min
Andrew Sheets: Pressure Testing the “Overoptimistic Markets” Argument
The sharp rebound in stock and corporate bond markets has made some question if markets are a bit too upbeat about a speedy recovery. There’s just one problem with this view.
10 Jul 20203min
Michael Zezas: How Should Investors Ride a Potential “Blue Wave”?
Although the U.S. election is anything but predictable four months away, investors may still want to consider how markets would react to a Democrat sweep.
8 Jul 20202min
Mike Wilson: Is Inflation Healthy for an Economy?
While excessive inflation can be disruptive, such as in the 1970’s, a deflationary mindset can often be more destructive—and difficult to reverse. What current inflation trends mean for investors.
6 Jul 20204min
