Michael Zezas: Three Revealing Numbers from the Stimulus Package

Michael Zezas: Three Revealing Numbers from the Stimulus Package

It may be hard for investors to conceptualize how substantial the impact of the American Rescue Plan Act may be, but three numbers provide perspective.

Episoder(1580)

Matthew Harrison: COVID-19 - Omicron Updates

Matthew Harrison: COVID-19 - Omicron Updates

The last week brought new evidence regarding the transmissibility, immune evasion and disease severity of Omicron, and with it, more clarity on the coming weeks and months.----- Transcript -----Welcom...

16 Des 20213min

Michael Zezas: Supply Chain Woes Also Create Opportunities

Michael Zezas: Supply Chain Woes Also Create Opportunities

While many are hopeful for an easing of supply chain delays in 2022, the resolution of these issues may lead to new challenges and opportunities in key stock sectors investors should be watching.-----...

15 Des 20213min

Sheena Shah: The Financialization of Cryptocurrency

Sheena Shah: The Financialization of Cryptocurrency

Cryptocurrency companies have begun to act as banks in the US, and while regulators have expressed concerns over interest rates and the primacy of the dollar, this interplay has only just begun.----- ...

14 Des 20213min

2022 U.S. Equities Outlook: Still Favoring the Base Case

2022 U.S. Equities Outlook: Still Favoring the Base Case

Our 2022 outlook presented a wider than normal range of potential paths. While our base case still appears likely, shifts in supply and Fed policy could cause a change in course.----- Transcript -----...

13 Des 20214min

2022 Rates & Currency Outlook: What’s Changed?

2022 Rates & Currency Outlook: What’s Changed?

With recent central bank action raising questions on monetary policy, Global Head of Macro Strategy Matthew Hornbach takes us through the implications for the trajectory of rates and currency markets ...

10 Des 20214min

2022 US Economic Outlook: Gauging Inflation, Labor & The Fed

2022 US Economic Outlook: Gauging Inflation, Labor & The Fed

The US economy is in a unique moment of uncertainty but headed into 2022, shifts in inflation, the labor market and Fed policy tell a constructive story.----- Transcript -----Ellen Zentner Welcome to ...

10 Des 20216min

Michael Zezas: Congress Eyes Tech Regulation in 2022

Michael Zezas: Congress Eyes Tech Regulation in 2022

Headed into next year, ‘Build Back Better’ legislation remains a work in progress, but Congress may find common ground in both parties’ concerns around one issue: tech regulation.----- Transcript ----...

9 Des 20213min

Special Episode: Early Vaccine Data on Omicron

Special Episode: Early Vaccine Data on Omicron

With early data in on the Omicron variant, biotechnology analyst Matthew Harrison takes us through where we stand on vaccine efficacy headed into the winter.----- Transcript -----Andrew Sheets Welcome...

8 Des 20215min

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