Andrew Sheets: Why Rates Will Rise Next Year, and Why the Fed Will Let Them

Andrew Sheets: Why Rates Will Rise Next Year, and Why the Fed Will Let Them

Many are skeptical of substantial rise in long term interest rates in the coming year, but we think market pressures will push them up more than the consensus and that the Fed will not get in the way. Chief Cross-Asset Strategist Andrew Sheets explains.

Episoder(1506)

Andrew Sheets: One Market We Feel Good About

Andrew Sheets: One Market We Feel Good About

On today’s episode, Chief Cross Asset Strategist Andrew Sheets highlights the one market in which the currency, government bonds and equities may all be solid defensive plays.

18 Okt 20192min

Michael Zezas: A “Durable Pause” on U.S.-China Trade Tensions?

Michael Zezas: A “Durable Pause” on U.S.-China Trade Tensions?

On today’s episode, Head of Public Policy Michael Zezas says unlike prior tariff pauses, the “phase one” agreement could have durability. However, much uncertainty remains.

16 Okt 20192min

Mike Wilson: How Will the “Phase One” Trade Deal Impact Earnings?

Mike Wilson: How Will the “Phase One” Trade Deal Impact Earnings?

On today's episode, Chief Investment Officer Mike Wilson says the U.S.-China trade deal is a step in the right direction, but the real story is still the corporate profits outlook.

14 Okt 20193min

Andrew Sheets: Is the Dollar Losing It’s Safe Haven Status?

Andrew Sheets: Is the Dollar Losing It’s Safe Haven Status?

On today's episode, Chief Cross-Asset Strategist Andrew Sheets explains how three of the dollar’s most attractive qualities could be shifting right before our eyes.

11 Okt 20192min

Michael Zezas: The Key Variable in U.S.-China Trade Talks

Michael Zezas: The Key Variable in U.S.-China Trade Talks

On today's episode, Head of U.S. Public Policy Michael Zezas says when it comes to trade, movement toward a meaningful compromise will likely come down to one fundamental variable.

9 Okt 20192min

Mike Wilson: An Unsatisfying Market for Bulls and Bears?

Mike Wilson: An Unsatisfying Market for Bulls and Bears?

On today’s episode, Chief Investment Officer Mike Wilson says both bulls and bears were likely a bit frustrated trying to trade last week's sell-off and rally. So what’s the next move for investors?

7 Okt 20193min

Andrew Sheets: The 3 Most Powerful Market Indicators?

Andrew Sheets: The 3 Most Powerful Market Indicators?

On today's episode, Chief Cross-Asset Strategist Andrew Sheets says despite the myriad models used to assess the direction of markets, three simple indicators may be the most valuable.

4 Okt 20193min

Michael Zezas: U.S.-China Trade: The Outlook for Fall

Michael Zezas: U.S.-China Trade: The Outlook for Fall

On today's episode, A number of trade-related events on the fall calendar could mean progress—or an escalation—on the trade impasse. Head of U.S. Public Policy Michael Zezas provides an overview.

2 Okt 20192min

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