Andrew Sheets: Are Markets Really “Disconnected”?
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
Mike Wilson: The Age of Fiscal Policy Dominance?
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
Michael Zezas: How Much Aid Do State/Local Governments Need?
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
Robin Xing: China’s Next Phase - Recovery, Reshoring, Retaining
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
Mike Wilson: Are We Ripe for a U.S. Equities Correction?
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
Andrew Sheets: What Can a Haircut Tell Us About Inflation?
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
Michael Zezas: Sizing Up Democrat Corporate Tax Proposals
Although U.S. presidential candidate Joe Biden has proposed an increase in corporate taxes, how likely are they to pass in their current form?
19 Aug 20203min
Mike Wilson: The Case for Higher Long-Term Interest Rates
Although marketplace consensus believes that long-term interest rates are set to stay lower for longer, five factors suggest higher long-term rates could be ahead.
17 Aug 20203min
