Michael Zezas: Three Revealing Numbers from the Stimulus Package

With investors expected to deal with an increase in volatility in 2022, our outlook for European equities remains strong into next year.----- Transcript -----Welcome to Thoughts on the Market. I’m Gra...

8 Des 20213min

The past few weeks have seen weak valuations across equity markets. While many look to the Omicron variant as the main culprit, the correction may have more to do with the recent Fed pivot.----- Trans...

6 Des 20213min

One of our most controversial calls for 2022, that the Fed won’t hike interest rates next year, faces renewed scrutiny amidst high inflation, signals on tapering, and today's employment report.----- T...

3 Des 20213min

Chief Asia and Emerging Markets Strategist Jonathan Garner highlights the key debates around his team’s outlook on the region’s growth, policy changes and more in the coming year.----- Transcript ----...

2 Des 20214min

The Omicron variant of COVID-19 has investors concerned about potential new restrictions, but the onus lies most on state and local governments who, for now, are awaiting more information on infection...

1 Des 20213min

Last week’s news of the Omicron variant of COVID-19 has raised questions about transmissibility, vaccine efficacy, and virus mortality. Where does this variant leave us in the fight against COVID-19 a...

1 Des 20219min

With last week’s news of the Omicron variant of COVID-19, markets sold-off sharply on Friday, but beyond the headlines, there may be other underlying factors at play.----- Transcript -----Welcome to T...

29 Nov 20213min

The Build Back Better Act took a key step towards becoming law last week, signaling implications for fiscal policy and taxation as the bill heads to the Senate.----- Transcript -----Welcome to Thought...

24 Nov 20212min