Mike Wilson: Pricing a More Hawkish Fed
While our outlook for 2022 already called for a hawkish Fed, recent signals from the central bank of more aggressive tightening have given cause to reexamine some of our calls while remaining steadfas...
18 Jan 20223min
Andrew Sheets: Adjusting to a New Fed Tone
After two years of support and accommodation from the Fed, 2022 is seeing a shift in tone towards the strength of the economy and risks of inflation, meaning investors may need to reassess expectation...
14 Jan 20222min
Michael Zezas: The Fed’s Tough Job Ahead
Confirmation hearings for Fed Chair Powell’s second term highlighted the challenges for the year ahead. Inflation concerns fueled by high demand and disrupted supply chains, a tight labor market and t...
13 Jan 20223min
Special Episode, Pt. 2: Long-Term Supply Chain Restructuring
As the acute bottlenecks in supply chains resolve in the long-term, some structural issues may remain, creating both opportunities and challenges for policymakers, industry leaders, and investors.----...
13 Jan 20228min
Special Episode, Pt. 1: Near-Term Supply Chain Restructuring
Supply chain delays are on the minds of not only investors, policymakers and business owners, but the average consumer as well. How will recent challenges to supply chains be resolved in the near-term...
12 Jan 20226min
Mike Wilson: Will 2022 be a 2013 ‘Taper Tantrum’ Redux?
As the year gets underway, we are seeing an aggressive rotation from growth to value stocks, triggered by Fed tapering. Will 2022 follow the patterns of the ‘taper tantrum’ of 2013?----- Transcript --...
10 Jan 20223min
Andrew Sheets: New Wrinkles for the 2022 Story
The start of 2022 has brought a surge in COVID cases, new payroll data, increased geopolitical risks, and shifts from the Fed. Despite these new developments, we think the themes from our 2022 outlook...
7 Jan 20223min
Graham Secker: Will Europe Be Derailed By Omicron?
Despite last year’s strong showing for European equities, will the recent spread of the Omicron variant derail our positive outlook for the region in 2022?----- Transcript -----Welcome to Thoughts on ...
6 Jan 20223min
