Michael Zezas: Three Revealing Numbers from the Stimulus Package

The bipartisan infrastructure bill has passed, and while investors will see some short term impacts, the bigger question is how long will it take for markets to see a return on these investments?-----...

11 Nov 20212min

Third quarter earnings are heading into the home stretch in Europe and the UK, but while a solid number of companies have beat earnings estimates, market reaction has been a bit curious.----- Transcri...

9 Nov 20213min

As we head towards year end, stock and bond markets appear to be sending mixed signals for the year ahead. For investors, the truth could lie somewhere in the middle.----- Transcript -----Welcome to "...

8 Nov 20214min

Global moves in elections, COVID restrictions and energy prices are having ripple effects across markets. How should investors think about these dynamics for Asia and EM equities?----- Transcript ----...

5 Nov 20212min

Central bank support has been a key driver of market strength since last year. So how will markets react during the months-long tapering process?----- Transcript -----Welcome to Thoughts on the Market...

4 Nov 20213min

Inflation rates, commodity prices and central bank policy are tied together through self-referential loops. With today’s FOMC meeting, it is worth a closer look at these meta dynamics.----- Transcript...

4 Nov 20214min

‘Build Back Better’ has gained support from all corners of the Democratic Party, but questions remain over how the framework is paid for. For investors, a look at short term dynamics may provide clari...

2 Nov 20212min

Original Release on October 11th, 2021: As the weather chills and we head towards the end of the mid-cycle transition, the S&P 500 continues to avoid a correction. How long until equities markets cool...

1 Nov 20214min