Matt Hornbach: 2021 - Another Big Year for Liquidity?
G10 central banks could inject another $2.8 trillion of liquidity next year—over twice the amount in any year prior to this one. How will this impact rates and currencies?
12 Nov 20203min
Michael Zezas: Vaccine-driven Rebound Could Help Munis
Although improving economic growth and rising inflation could present challenges for bond investors, “re-opening” could bring benefit for municipal bonds.
11 Nov 20202min
Reza Moghadam: Amid Lockdowns, Europe Looks to a Vaccine
Although COVID-19 new case rates have been climbing in Europe, the impact of this second wave may not be as severe this time around.
10 Nov 20204min
Mike Wilson: Markets Cheer Clarity on Vaccine, Election
Upbeat news on a coronavirus vaccine and a win for President-elect Biden drive stocks significantly higher. How should investors trade a potentially earlier re-opening?
9 Nov 20203min
Special Episode: Markets Parse Election Results, Jobs Report
All eyes are on the U.S. Presidential race as markets also weigh climbing coronavirus cases in the U.S., fiscal stimulus uncertainty and October’s jobs report.
6 Nov 20208min
Michael Zezas: Breaking - Why Post-Election Day Just Got Trickier
Amidst the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.
5 Nov 20202min
Mike Wilson: Is the Worst of the Correction Over?
Although some volatility may lie ahead, the end of the U.S. election cycle and progress on a potential coronavirus vaccine may bring some optimism to markets.
2 Nov 20203min
Andrew Sheets: A Transformational Sweep?
A look at the 2008 and 2016 U.S. elections suggests that a sweep by either Democrats or Republicans could push stocks and bond yields higher in 2021.
30 Okt 20202min
