Special Episode, Part 2: Viruses, Variants and Vaccines
Chief Cross-Asset Strategist Andrew Sheets continues his conversation with Biotech Equity Analyst Matt Harrison on COVID-19 variants and the future of the health care industry.
25 Juni 202110min
Special Episode: Viruses, Variants and Vaccines - What’s Next?
Although the darkest days of COVID-19 are hopefully behind us, new variants, vaccine distribution issues and uncertainty about winter still remain key issues.
25 Juni 20219min
Robin Xing: Is China's Recovery Losing Momentum?
Since last year, China's economic recovery has been strong… but uneven. After a hiccup in the second quarter, will manufacturing and consumers come to the rescue?
23 Juni 20213min
Special Episode: The Fed Is Talking Taper… But When?
Last week, the Fed rattled markets by laying the groundwork for tapering its asset purchase program. But is this taper talk? Or just talking about talking about tapering?
23 Juni 202111min
Mike Wilson: When Is a “Surprise” Not Surprising?
Although the Fed’s surprise hawkish turn in its latest policy decision caught markets off-guard, the monetary tightening process may actually have begun months ago.
21 Juni 20213min
Special Encore: The Red Hot Capex Cycle
Original release on May 21st, 2021: Consumer spending should drive strong business investment in the months ahead, driving global GDP above its pre-COVID-19 path. But inflation may be a risk to watch.
18 Juni 202110min
Andrew Sheets: Markets 2021 - Using Past as Prologue
Although investors often look to the past to assess current market conditions (such as a post-pandemic recovery or rising inflation), one year in particular may serve as an interesting guidepost.
17 Juni 20213min
Michael Zezas: For Infrastructure, Go Big or Go Bipartisan?
Will negotiations on a U.S. infrastructure deal lead to a bipartisan bill or a Democrats-only bill? The answer matters quite a bit for fixed-income investors.
16 Juni 20213min
