Michael Zezas: 3 U.S. Policy Forecasts… and a Wild Card

Could a possible delay in U.S. election night results mean volatility as markets price various outcomes for policies that impact sectors?

9 Sep 20202min

Although the current market correction is not wholly surprising given the outsized rally in August, what was the ultimate trigger… and what's next?

8 Sep 20204min

How to explain the steady, almost mechanical rise in markets despite often weak economic data? It may come down to expectations and trend lines.

3 Sep 20202min

Although consensus sees long-term interest rates staying low, could a potential $2 trillion fiscal stimulus mean rates will rise more (and faster) than markets currently expect?

31 Aug 20203min

Just how big would a state and local U.S. stimulus package need to be to support a V-shaped recovery and avoid credit downgrades?

26 Aug 20202min

China’s recovery could be progressing better than markets expected as consumers spend more money onshore and the nation’s export engine gains market share.

25 Aug 20204min

Chief Investment Officer Mike Wilson says although we’re likely at the beginning of a years-long cyclical bull market, one signal could be telling us that a correction is always possible.

24 Aug 20203min

Markets are pricing years of lower inflation due to fallout from the pandemic. But a simple barbershop visit illustrates why that view is worth examining.

21 Aug 20203min