Andrew Sheets: Are More Countries Saying Deficits Don’t Matter?
On today's episode, Only a decade ago, market analysts and political observers were saying sovereign deficits were bad. Cross-Asset Strategist Andrew Sheets explains why that view may be changing.
29 Jan 20203min
Michael Zezas: Taxation Complicates U.S.-EU Trade
On today's episode, Although the U.S and China have found a way forward on trade negotiations, a clear path for U.S.-EU trade is getting slightly more complicated.
27 Jan 20201min
Andrew Sheets: As 2020 Begins, Investors Get Optimistic
On today's episode, Skepticism was the prevailing investor attitude for most of 2019, but what a difference a quarter can make. So what changed? Chief Cross-Asset Strategist Andrew Sheets talks changing sentiment as 2020 kicks off.
24 Jan 20203min
Michael Zezas: Do Incumbents Always Win with a Strong Economy?
On today's episode, How reliable is the maxim that a good economy means a presidential incumbent re-election? Head of U.S. Public Policy Michael Zezas looks at history.
22 Jan 20202min
Mike Wilson: Pressure Testing the Bull Case
On today's episode, Progress on trade and Brexit, upbeat sentiment and central bank support have investors optimistic on the bull case narrative. Even so, it’s worth a quick inspection for surprises.
21 Jan 20203min
Andrew Sheets: Remember Fundamentals?
On today's episode, Central bank support and low interest rates helped drive markets higher in 2019 despite lackluster earnings. But 2020 could remind investors why earnings trends are still what matters.
17 Jan 20202min
Michael Zezas: The Other Concern for U.S. Trade
On today's episode, Although negotiations are progressing for U.S-China trade, investors shouldn’t overlook possible tensions with another key trading region: The EU.
15 Jan 20202min
Jonathan Garner: An Underappreciated Turnaround Story?
Jonathan Garner, Chief Asia and Emerging Markets equity strategist kicks off his premiere episode with what is likely the most interesting—and overlooked—turnaround story in equity markets.
14 Jan 20203min
