Andrew Sheets: What's Driving Global Equities Markets?
Although a typical explanation for market strength has been the large amount of cash being pushed into markets from central banks and investors, it’s not the whole story.
9 Juli 20213min
Michael Zezas: Something Special in the Air for Investors?
Last week, U.S. air travel surpassed 2019 levels. And this recovery in demand may be an important story for both fixed income and equity investors to understand.
8 Juli 20212min
Mike Wilson: Reopening Stocks Feel the Pinch
Labor-intensive companies that should benefit from the reopening are feeling the pinch from rising wage costs. With growth stocks likely overbought, where do investors go from here?
7 Juli 20213min
Special Episode: The Complex Outlook for U.S. Housing
U.S. home price growth has been on a tear, but will affordability pressures begin weighing on home sales? The answer is a bit complicated.
6 Juli 20218min
Andrew Sheets: 2021 - A Look Back, a Look Forward
It's easy to forget just how different the world looked just six months ago. Does the renewed optimism suggest higher returns or just higher expectations?
2 Juli 20213min
Chetan Ahya: Has the Tide Finally Turned on Wage Growth?
Until recently, wages have been on a forty year decline, driving new calls for policymaker action. A look at the implications for GDP, inflation and income inequality.
1 Juli 20213min
Special Episode: U.S. Infrastructure - What’s in the Price?
Is U.S. infrastructure already priced into Treasury yields? The answer may lie with whether investors are accurately gauging the true size of the final package.
30 Juni 20214min
Special Episode: The Red-Hot Return of Business Investment
The robust return of business investment is set to be a key theme for investors. On this episode we examine the bullish outlook for communications equipment and infrastructure.
29 Juni 20218min
