Michael Zezas: Three Possible Trade Paths from the G20
On today’s podcast, Head of U.S. Public Policy strategy Michael Zezas says three likely U.S.-China trade scenarios will come out of the G20. But a tariff pause might be the trickiest for investors.
19 Jun 20192min
Mike Wilson: How Confident Are U.S. Businesses in the Economy?
On today’s episode, Chief Investment Officer Mike Wilson shares a readout on the firm’s proprietary Business Conditions Index. Are the data softening more than investors realize?
17 Jun 20193min
Andrew Sheets: The Dangers of Cheering for Weaker Data
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets provides a bit of historical perspective on the logic of rooting for weaker data and lower interest rates.
14 Jun 20193min
Michael Zezas: Why ‘Slowbalization’ May Be Feeding Trade Tensions
Head of U.S. Public Policy Michael Zezas says that independent of current trade concerns, the trend toward globalized supply chains is fading, as companies respond both to political and market incentives.
12 Jun 20193min
Mike Wilson: Why Trade Tensions Are Only Part of the Story
Investors and media have been hyper-focused on trade and Fed policymaking. But according to Chief Investment Officer Mike Wilson, some key economic data points are the real story to watch.
10 Jun 20193min
Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets says that while discussion of a Fed rate cut may have helped markets rebound, several longer-term signals are troubling.
7 Jun 20193min
Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks
On today’s episode, Head of U.S. Public Policy Michael Zezas says further escalation of trade tensions could come with a cost. Are the risks of a global recession increasing?
5 Jun 20192min
Mike Wilson: U.S. Equities: How Much Correction is Ahead?
On today’s TOTM, Chief Investment Officer Mike Wilson says trade tensions may be rattling markets, but the fundamentals are the real culprit behind the correction. So where are equities headed next?
3 Jun 20193min
