Andrew Sheets: What Do Markets Reward? Progress.

Andrew Sheets: What Do Markets Reward? Progress.

Why are markets climbing despite a pandemic and this week’s demonstrations across the U.S.? The answer may lie with how markets view progress.

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Are Agency Mortgage-Backed Securities Making a Comeback?

Are Agency Mortgage-Backed Securities Making a Comeback?

Our Co-Heads of Securitized Products Research Jay Bacow and James Egan explain why the macro backdrop could be changing in favor of agency mortgages after the Fed’s annual meeting in Jackson Hole. Rea...

2 Sep 20255min

Market Outcomes of Fed’s New Course

Market Outcomes of Fed’s New Course

In the second of a two-part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach talk about how Treasury yields and the U.S. dollar could react to the pos...

29 Aug 20259min

Breaking Down the Fed’s New Course

Breaking Down the Fed’s New Course

In the first of a two- part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss the outcome of the Jackson Hole meeting and the outlook for the U...

28 Aug 20259min

Could a Fed Rate Cut Affect Credit Quality?

Could a Fed Rate Cut Affect Credit Quality?

Our Head of Corporate Credit Research Andrew Sheets discusses why a potential start of monetary easing by the Federal Reserve might be a cause for concern for credit markets. Read more insights from ...

27 Aug 20254min

Gen Z Trends That Could Disrupt Markets

Gen Z Trends That Could Disrupt Markets

Our analysts Adam Jonas and Alex Straton discuss how tech-savvy young professionals are influencing retail, brand loyalty, mobility trends, and the broader technology landscape through their evolving ...

26 Aug 202512min

How Stocks Could React to a Fed Pivot

How Stocks Could React to a Fed Pivot

Opinions by market pundits have been flying since Fed Chair Powell’s remarks at Jackson Hole last week, leaving the door open for interest rate cuts as soon as in September. Our CIO and Chief U.S. Equ...

25 Aug 20254min

What to Watch When Credit Spreads Narrow

What to Watch When Credit Spreads Narrow

Credit spreads are at the lowest levels in more than two decades, indicating health of the corporate sector. However, our Head of Corporate Credit Research Andrew Sheets highlights two forces investor...

22 Aug 20254min

AI Takes the Wheel

AI Takes the Wheel

From China’s rapid electric vehicle adoption to the rise of robotaxis, humanoids, and flying vehicles, our analysts Adam Jonas and Tim Hsiao discuss how AI is revolutionizing the global auto industry....

21 Aug 202512min

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