Mike Wilson: The U.S. Consumer Takes a Break
An old adage says 'never bet against the US consumer's willingness to spend,' but new data on demand and consumption may say otherwise.
23 Aug 20213min
Andrew Sheets: For Markets, What Lies Beneath?
Despite a fair amount of uncertainty, global stock prices have continued to march higher. But under the surface, markets have become a bit more discerning.
20 Aug 20213min
Special Episode: Kids, COVID, and the Return to School
As back-to-school approaches, we take a close look at school safety, child case numbers amid Delta and the path ahead for vaccines for younger children.
19 Aug 202110min
Michael Zezas: Deciphering the Infrastructure Chess Game
Last week, the U.S. Senate advanced both a budget blueprint and a $1 trillion bipartisan infrastructure bill. What can investors expect from the House of Representatives?
18 Aug 20212min
Graham Secker: Three Reasons European Equities Remain Strong
Despite recent uncertainty caused by the Delta variant, regulatory changes and the potential for a stronger dollar, European Equities are showing renewed strength that could last to the end of the yea...
17 Aug 20213min
Mike Wilson: Navigating a Tricky Transition
A strong second quarter earnings season wraps up this week, but lower than consensus earnings for next year and lower valuations could make the road ahead a bit bumpier.
16 Aug 20213min
Andrew Sheets: A Good Time to Borrow?
Across numerous metrics, the current environment may be an unusually good time to borrow money. What does this mean for equities, credit and government bonds?
13 Aug 20213min
Special Episode: Unpacking the Appetite for Thematic Investing
Investor interest in thematic equity products such as ETFs has rapidly surged, particularly among tech themes. Why the momentum may only grow.
12 Aug 20217min
