Special Episode: Where is Consumer Spending Trending?
On this episode, we look at the evolution of U.S. consumer spending trends—and parallel investment themes—as COVID-19 vaccines roll out this year.
28 Jan 202110min
Michael Zezas: U.S. Stimulus Twists and Turns
When it comes to the next round of U.S. fiscal stimulus, in the near term it may be the journey that moves markets, not the destination.
27 Jan 20212min
Mike Wilson: An Overexuberant Bull?
It’s hard to ignore that pockets of excess have developed in financial markets. While past is not always prologue, a look back at the global financial crisis and tech bubble of 1999 provides perspective.
26 Jan 20213min
Special Episode: U.S. Housing and Credit Outlook 2021
Data on housing supply, demand, affordability and credit availability paint an optimistic picture for U.S. housing. We dive into the outlook for residential credit and agency mortgage markets.
22 Jan 202111min
Andrew Sheets: The Case for Optimism in 2021
Investors are keeping a worried eye on the pandemic, expensive stock valuations and potentially higher inflation. But even in these areas there may be cause for optimism.
21 Jan 20213min
Michael Zezas: 3 U.S. Policy Forecasts… and a Wild Card
As a Democratic administration takes the reins in the White House and Congress, what policy moves should investors expect?
20 Jan 20212min
Mike Wilson: Time to Leave the Pack Behind?
Investors have become infatuated with the S&P 500, but a rotation to new leadership suggests a look toward stocks that have been off the radar.
19 Jan 20213min
Special Episode: Rates and FX Markets Eye the U.S. Policy Path
As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets?
15 Jan 202110min
