Michael Zezas: The Fed Rate Cut Debate for Bond Investors
On today’s podcast, Head of Public Policy and Municipal Strategy Michael Zezas considers the debate between the consensus view of a potential 25 basis point Fed rate cut vs a 50 basis point cut.
24 Jul 20192min
Mike Wilson: Weighing a Potential Fed Rate Cut
On today’s podcast, Chief Investment Officer Mike Wilson says what matters for markets now isn't how much the Fed or other central banks could cut—but why they would cut.
22 Jul 20193min
Andrew Sheets: 3 Consensus Views Worth Questioning
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets digs into three key debates around central bank policy expectations, valuations and investor sentiment.
19 Jul 20194min
Michael Zezas: 2020 Election: How Likely Is Medicare-for-All?
On today’s podcast, Head of U.S. Public Policy research Michael Zezas asks “Would a Democratic presidential win mean the end of the road for private health care insurance?
17 Jul 20192min
Mike Wilson: For the S&P 500, Breaking Out Is Hard to Do
On today’s podcast, Chief Investment Officer Mike Wilson says a sustained breakout above 3,000 has eluded the S&P 500. Will the Fed’s potential rate cut be the catalyst?
15 Jul 20194min
Andrew Sheets: A Second (and Third) Opinion for Equity Markets
On this episode, Chief Cross-Asset Strategist Andrew Sheets examines the models for stock performance, and how they are all leading to a similar conclusion.
12 Jul 20194min
Michael Zezas: Healthcare Reform - Here We Go Again?
On today’s podcast, as the 2020 Election nears, healthcare reform is a central debate once again. Head of U.S. Public Policy Michael Zezas shares potential outcomes for patients—and investors.
10 Jul 20192min
Mike Wilson: 3 Summer Surprises Investors Could Be Missing
On today’s podcast, Chief Investment Officer Mike Wilson says markets are typically savvy on how and when to price news events. But are markets overlooking some potential bad news?
8 Jul 20193min
