Michael Zezas: It’s the Results That Count

Michael Zezas: It’s the Results That Count

How will markets react if final U.S. election results take days or weeks? Head of U.S. Public Policy Research Michael Zezas shares advice for investors.

Avsnitt(1505)

Michael Zezas: A “Durable Pause” on U.S.-China Trade Tensions?

Michael Zezas: A “Durable Pause” on U.S.-China Trade Tensions?

On today’s episode, Head of Public Policy Michael Zezas says unlike prior tariff pauses, the “phase one” agreement could have durability. However, much uncertainty remains.

16 Okt 20192min

Mike Wilson: How Will the “Phase One” Trade Deal Impact Earnings?

Mike Wilson: How Will the “Phase One” Trade Deal Impact Earnings?

On today's episode, Chief Investment Officer Mike Wilson says the U.S.-China trade deal is a step in the right direction, but the real story is still the corporate profits outlook.

14 Okt 20193min

Andrew Sheets: Is the Dollar Losing It’s Safe Haven Status?

Andrew Sheets: Is the Dollar Losing It’s Safe Haven Status?

On today's episode, Chief Cross-Asset Strategist Andrew Sheets explains how three of the dollar’s most attractive qualities could be shifting right before our eyes.

11 Okt 20192min

Michael Zezas: The Key Variable in U.S.-China Trade Talks

Michael Zezas: The Key Variable in U.S.-China Trade Talks

On today's episode, Head of U.S. Public Policy Michael Zezas says when it comes to trade, movement toward a meaningful compromise will likely come down to one fundamental variable.

9 Okt 20192min

Mike Wilson: An Unsatisfying Market for Bulls and Bears?

Mike Wilson: An Unsatisfying Market for Bulls and Bears?

On today’s episode, Chief Investment Officer Mike Wilson says both bulls and bears were likely a bit frustrated trying to trade last week's sell-off and rally. So what’s the next move for investors?

7 Okt 20193min

Andrew Sheets: The 3 Most Powerful Market Indicators?

Andrew Sheets: The 3 Most Powerful Market Indicators?

On today's episode, Chief Cross-Asset Strategist Andrew Sheets says despite the myriad models used to assess the direction of markets, three simple indicators may be the most valuable.

4 Okt 20193min

Michael Zezas: U.S.-China Trade: The Outlook for Fall

Michael Zezas: U.S.-China Trade: The Outlook for Fall

On today's episode, A number of trade-related events on the fall calendar could mean progress—or an escalation—on the trade impasse. Head of U.S. Public Policy Michael Zezas provides an overview.

2 Okt 20192min

Special Series: U.S. Housing Faces a Generational Turning Point

Special Series: U.S. Housing Faces a Generational Turning Point

On this special episode, Equity Analyst Richard Hill examines the coming seismic shift for investors as Baby Boomers pass the housing baton to Millennials and Generation Z.

1 Okt 20193min

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