Mike Wilson: Could Upbeat Jobs Data Actually Weigh on Stocks?
July’s strong labor market report suggests the Fed may be behind the curve on monetary policy— and markets could soon start to notice.
9 Aug 20213min
Andrew Sheets: It Is Time to Worry about the Growth Outlook?
The Delta variant, slow progress on U.S. infrastructure and some recent disappointing data have markets worried about the economic recovery. Here’s another view.
6 Aug 20213min
Martijn Rats: Do Equities Markets Believe the Price of Oil?
Are current oil prices sustainable? Although oil prices have rallied sharply over the last year, the performance of oil equities has been modest by comparison.
5 Aug 20213min
Michael Zezas: The Long and Winding Fiscal Road
The U.S. infrastructure bill is just the start of a larger fiscal process through year-end that may bring above average growth and higher U.S. Treasury yields.
4 Aug 20212min
Matt Hornbach: Are U.S. Treasuries Like Used Cars?
Falling Treasury yields have investors wondering whether prices will keep rising. But some insight could be gained from the trajectory of U.S. auto prices.
3 Aug 20214min
Mike Wilson: The Inevitable Removal of Policy Support
As a strong earnings season wraps up, pressure is mounting on the Fed to reduce its current level of emergency monetary support. What will this mean for stocks?
2 Aug 20213min
Special Episode, Part 2: Digging Deeper into Delta
On this episode we continue our close look at the COVID-19 Delta variant including boosters, the outlook for fall/winter and the impact on markets.
30 Juli 20217min
Special Episode: Digging Deeper into the Delta Variant
On this episode, we take a closer look at the Delta variant including infectiousness, possibilities of mutation, and whether we’re stuck with COVID-19 long-term.
29 Juli 20219min
