Andrew Sheets: Are Negative Interest Rates Coming to the U.S. and UK?
As markets have begun to price expectations for negative rates in Britain and the U.S., Chief Cross-Asset Strategist Andrew Sheets breaks down the potential impact on consumers, savers and economic growth.
15 Mai 20203min
Special Episode: Lessons and Limits of China’s Recovery
What China’s rebound from COVID-19 can—and can’t—tell us about the path, speed and pitfalls of economic reopening for other countries. Chief China Economist Robin Xing and Chief Cross-Asset Strategist Andrew Sheets look at the data, lessons so far, and how the country has had to modify its crisis playbook.
14 Mai 20209min
Michael Zezas: COVID-19 Sparks Renewed U.S.-China Trade Tensions
Can the Phase One trade deal détente stand, or will the U.S. and China return to a cycle of escalating tariffs that may impact prospects of a rebound in economic growth? Michael Zezas, Head of Public Policy Research and Municipal Strategy, takes a closer look.
13 Mai 20202min
Mike Wilson: U is for Unicorn
Amid investor speculation about the shape of a recovery, Chief Investment Officer Mike Wilson urges a standard recession playbook.
11 Mai 20203min
Special Episode, Part 2: Markets Eye Climbing Government Deficits
How should an investor evaluate the issue of high levels of government debt as nations battle the impact of the coronavirus? A deep dive into the debate.
8 Mai 20209min
Special Episode: Recovering from the Stimulus
How can we best coordinate policy to support a timely recovery and what lessons can we learn from the past? Chief Global Economist Chetan Ahya and Chief Cross Asset Strategist Andrew Sheets discuss the policy path back from the global economic crisis brought on by COVID-19.
7 Mai 20208min
Michael Zezas: Fixing a Hole (in State Budgets)
The hole in U.S. state budgets caused by coronavirus-driven revenue shortfalls will likely affect more than just muni bond investors. Head of Public Policy Michael Zezas explains.
6 Mai 20201min
Mike Wilson: A Pause that Refreshes
As the rally in U.S. equities takes a break, investors may want to position for "early cycle." And that means re-thinking portfolios just as downbeat economic and earnings data arrives.
4 Mai 20203min
