Andrew Sheets: A Refreshing Pause for Markets?

It’s hard to ignore that pockets of excess have developed in financial markets. While past is not always prologue, a look back at the global financial crisis and tech bubble of 1999 provides perspective.

26 Jan 20213min

Data on housing supply, demand, affordability and credit availability paint an optimistic picture for U.S. housing. We dive into the outlook for residential credit and agency mortgage markets.

22 Jan 202111min

Investors are keeping a worried eye on the pandemic, expensive stock valuations and potentially higher inflation. But even in these areas there may be cause for optimism.

21 Jan 20213min

As a Democratic administration takes the reins in the White House and Congress, what policy moves should investors expect?

20 Jan 20212min

Investors have become infatuated with the S&P 500, but a rotation to new leadership suggests a look toward stocks that have been off the radar.

19 Jan 20213min

As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets?

15 Jan 202110min

Rising yields and inflation can create anxiety for investors, but the impact depends on why they’re rising. Chief Cross-Asset Strategist Andrew Sheets explains.

14 Jan 20212min

As vaccines continue to roll out and the world eyes a return to normal, several key themes are emerging that could shape investment returns.

13 Jan 20213min