Andrew Sheets: The Uncertainty of the Fed’s New Certainty

Although the coronavirus recession shares traits with the 2008 financial crisis and other recessions, the rate and sustainability of a recovery could be quite different this cycle.

26 Maj 20203min

Will pent-up demand from U.S. consumers help drive a recovery from the coronavirus recession? A special conversation with our Chief Investment Officer and Chief U.S. Economist.

22 Maj 20206min

Why would inflation rise since the current recession means an acute shortage of demand for goods and services? Chief Cross-Asset Strategist Andrew Sheets explains.

21 Maj 20203min

Congress is weighing another round of fiscal stimulus, possibly by July. But the dynamics of passage in an election year could mean a narrow window to take action.

20 Maj 20202min

Current stock market price patterns look surprisingly similar to 2009 and the global financial crisis. The big difference for investors may be the knock-on effect of low interest rates.

18 Maj 20204min

As markets have begun to price expectations for negative rates in Britain and the U.S., Chief Cross-Asset Strategist Andrew Sheets breaks down the potential impact on consumers, savers and economic growth.

15 Maj 20203min

What China’s rebound from COVID-19 can—and can’t—tell us about the path, speed and pitfalls of economic reopening for other countries. Chief China Economist Robin Xing and Chief Cross-Asset Strategist Andrew Sheets look at the data, lessons so far, and how the country has had to modify its crisis playbook.

14 Maj 20209min

Can the Phase One trade deal détente stand, or will the U.S. and China return to a cycle of escalating tariffs that may impact prospects of a rebound in economic growth? Michael Zezas, Head of Public Policy Research and Municipal Strategy, takes a closer look.

13 Maj 20202min