Mike Wilson: 2020 and the Return to Reflation

Mike Wilson: 2020 and the Return to Reflation

On today's episode, why escalating labor costs, deglobalization and central bank policies may mean positioning portfolios toward stocks that benefit from rising inflation.

Avsnitt(1494)

Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs

Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs

On today’s podcast, Chief Cross-asset Strategist Andrew Sheets says that while discussion of a Fed rate cut may have helped markets rebound, several longer-term signals are troubling.

7 Juni 20193min

Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks

Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks

On today’s episode, Head of U.S. Public Policy Michael Zezas says further escalation of trade tensions could come with a cost. Are the risks of a global recession increasing?

5 Juni 20192min

Mike Wilson: U.S. Equities: How Much Correction is Ahead?

Mike Wilson: U.S. Equities: How Much Correction is Ahead?

On today’s TOTM, Chief Investment Officer Mike Wilson says trade tensions may be rattling markets, but the fundamentals are the real culprit behind the correction. So where are equities headed next?

3 Juni 20193min

Andrew Sheets: Fed to the Rescue? Maybe Not.

Andrew Sheets: Fed to the Rescue? Maybe Not.

On today’s podcast, Chief Cross Asset Strategist Andrew Sheets examines the notion that the Fed stands willing and able to reduce interest rates and support markets.

31 Maj 20193min

Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma”

Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma”

On today’s episode, Head of U.S. Public Policy Michael Zezas explains why a key principle of game theory could help investors navigate markets amid rising trade tensions.

29 Maj 20192min

Mike Wilson: Are U.S. Economic Indicators Flashing Yellow?

Mike Wilson: Are U.S. Economic Indicators Flashing Yellow?

On today’s podcast, Chief Investment Officer Mike Wilson says although some investors may assume recent equities volatility is based on trade worries, some key data points may be the real culprit.

27 Maj 20193min

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