Special Episode: The Return of the Services Sector?
Consumer spending trends are finally accelerating in service sectors such as dining and travel. A look at what this means for GDP, the jobs market and inflation.
6 Apr 202110min
Mike Wilson: Equities Eye the Reality of Reopening
Although the S&P 500 has continued to make new highs, underneath the surface, a shift in market leadership may be sending a signal about the hard work of reopening.
5 Apr 20213min
Andrew Sheets: Why April Could Be Strong for Markets
Over the last 30 years, April has been one of the best months of the entire year—and this year, the rainy month could have some extra advantages.
1 Apr 20213min
Michael Zezas: How Taxing Can Infrastructure Be?
As the Biden administration unveils the Build Back Better plan, investors are asking: how will it be paid for? The answer is likely important for the economy and markets.
31 Mar 20213min
Robin Xing: China’s Green (Investment) Revolution
As China moves to make good on carbon targets, it will turn increasingly toward a large scale green investment strategy across its economy.
30 Mar 20214min
Mike Wilson: Rotating Through the Recovery
A look at why investors may want to position for a shift from early cycle conditions to more mid-cycle characteristics as the economy heads toward re-opening.
29 Mar 20213min
Andrew Sheets: Inflation - When to Turn Down the Music?
The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track.
26 Mar 20213min
Special Episode: Diverging Emerging Markets
Amid a generally conservative outlook for emerging markets, key differentiators are their scope for policy action, pace of vaccine rollout and equity valuations.
25 Mar 20219min
