Michael Zezas: The Simmering U.S./China Rivalry
Although the Biden administration has been slightly less vocal with respect to China, investors shouldn’t sleep on the possibly of renewed U.S.-China tensions.
2 Juni 20212min
Shawn Kim: Inside China’s Push to Shape Tech’s Future
Why China’s ambitious blueprint to shape tech standards may have significant impact on the future of tech. Insight from Shawn Kim, Head of Asia Technology Research.
1 Juni 20214min
2021 Mid-Year U.S. Economic Outlook: Growth Remains Strong
Despite some inflation and labor market risks, the outlook for the rest of the year anticipates strong growth in the U.S. economy. Chief U.S. Economist Ellen Zentner discusses with Andrew Sheets.
28 Maj 202110min
Michael Zezas: Will Inflation Take the Wind Out of Infrastructure?
Concern has been rising that potentially higher inflation could make Congress lose its nerve on a multi-trillion dollar "Build Back Better" plan. Here’s our analysis.
26 Maj 20212min
Special Episode: Check Out the Big Changes in Food Retail
Where and how consumers buy their groceries may be forever changed post-pandemic. We deliver some key takeaways on the food retail industry.
25 Maj 20216min
Mike Wilson: A Unique View on U.S. Equities
Fresh off of last week’s mid-year outlook, Chief Investment Officer Mike Wilson details investor reaction to some of the more out-of-consensus views.
24 Maj 20214min
Mid-Year Economic Outlook: The Red Hot Capex Cycle
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.
21 Maj 202110min
Andrew Sheets: The Complications of Strong Economic Winds
While robust global growth is a positive for markets, it may also bring higher prices, tighter policy and higher interest rates. A look at some possible twists and turns ahead.
20 Maj 20213min
