Special Episode: As a Vaccine Rolls-Out, What’s Next?

Special Episode: As a Vaccine Rolls-Out, What’s Next?

Although the first COVID-19 vaccine has now begun distribution in the U.S., the country still faces alarming numbers of new cases. We dive into the logistics of mass vaccination.

Episoder(1511)

Mike Wilson: Giving Thanks for a Brighter 2021

Mike Wilson: Giving Thanks for a Brighter 2021

As Thanksgiving approaches in the U.S., it’s worth taking a moment to be thankful for potential vaccines, a remarkably resilient economy and the strength of the human spirit.

23 Nov 20203min

Special Episode: 2021 Global Outlook

Special Episode: 2021 Global Outlook

Global economies are set for next phase of a V-shaped recovery in both developed and emerging markets. Why that could be good news for equities and credit markets.

21 Nov 202015min

Michael Zezas: Will D.C. Rein In Big Tech?

Michael Zezas: Will D.C. Rein In Big Tech?

Washington D.C. has become increasingly interested in tech regulation, but what’s the likelihood in the next two years? And what could it mean for tech stocks?

18 Nov 20202min

Mike Wilson: 2021 Preview - A Bull with Room to Run

Mike Wilson: 2021 Preview - A Bull with Room to Run

Although near-term worries about the coronavirus and higher interest rates could challenge company valuations, the 12-month U.S. equities outlook may be just what the doctor ordered.

16 Nov 20203min

Andrew Sheets: An Artificial Calm?

Andrew Sheets: An Artificial Calm?

Confidence in the ability of central bank to suppress market volatility through aggressive policy may be misplaced.

13 Nov 20202min

Matt Hornbach: 2021 - Another Big Year for Liquidity?

Matt Hornbach: 2021 - Another Big Year for Liquidity?

G10 central banks could inject another $2.8 trillion of liquidity next year—over twice the amount in any year prior to this one. How will this impact rates and currencies?

12 Nov 20203min

Michael Zezas: Vaccine-driven Rebound Could Help Munis

Michael Zezas: Vaccine-driven Rebound Could Help Munis

Although improving economic growth and rising inflation could present challenges for bond investors, “re-opening” could bring benefit for municipal bonds.

11 Nov 20202min

Reza Moghadam: Amid Lockdowns, Europe Looks to a Vaccine

Reza Moghadam: Amid Lockdowns, Europe Looks to a Vaccine

Although COVID-19 new case rates have been climbing in Europe, the impact of this second wave may not be as severe this time around.

10 Nov 20204min

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