Special Episode: Manufacturing Data Sends an Upbeat Signal
On this episode with special guest Chetan Ahya, the firm’s Chief Global Economist, Trade tensions have put a damper on global manufacturing, but is the tide poised to turn after the first broad-based sentiment uptick in seven months?
12 Dec 20192min
Michael Zezas: U.S.-China Trade: What Happens in 2020?
On today's episode, Although some reports have suggested progress on a phase one deal, markets are still seeking a clear signal forward on trade—and that means tackling the more difficult phase two deal.
11 Dec 20192min
Mike Wilson: The Virtuous Circle of Excess Liquidity
On today's episode, Central banks seem likely to continue their balance sheet expansion into next year, driving lower volatility, more cash into equities… and some great expectations.
9 Dec 20194min
Andrew Sheets: 2020 Playbook: Analyzing the Bear Case
In this special two part bull/bear series, Chief Cross-Asset Strategist Andrew Sheets shares insight on the catalysts that could hamper market returns in 2020.
6 Dec 20192min
Michael Zezas: How Do Close U.S. Elections Affect Markets?
On today's episode, On average, election-year market performance varies by about 9% for elections that are narrow contests vs. elections with a clear frontrunner. So how could 2020 pan out?
4 Dec 20191min
Mike Wilson: A Volatility Reprieve
On today's episode, Whether it's called quantitative easing or not, the recent expansion in central bank balance sheets is having a profound impact on volatility - Chief Investment Officer Mike Wilson explains why.
2 Dec 20194min
Michael Zezas: Optimism Over the U.S.-EU Auto Tariffs?
On today's episode, With a key deadline for U.S. tariffs on EU autos now past, could European stocks outperform in 2020? Head of Public Policy Michael Zezas shares some analysis.
27 Nov 20191min
Mike Wilson: Global Reflation: To Be or Not to Be?
On this episode, Chief Investment Officer Mike Wilson explains why global reflation may be back—and could be a powerful longer-term theme for portfolio allocations.
25 Nov 20194min
