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
Michael Zezas: U.S. Infrastructure - Deal or No Deal?
Investors have been closely watching headlines on the bipartisan infrastructure plan, but for markets, what may matter most is the broader fiscal policy plan.
28 Juli 20212min
Mike Wilson: The Last Phase of Mid-Cycle
U.S. equity markets have transitioned through three of four typical changes associated with a mid-cycle transition. But the next, final phase—Fed tightening—may have the most impact.
27 Juli 20214min
Chetan Ahya: Will a Debt Hangover Hamper Recovery?
How can governments worldwide manage the historically high debt incurred in response to the COVID-19 crisis? The answer may be a bit counterintuitive.
26 Juli 20213min
Michael Zezas: The Debt Ceiling - Here We Go Again?
The Congressional debate over raising the “debt ceiling”—the total amount of money that the U.S. is authorized to borrow—has begun again. Should investors be concerned?
23 Juli 20212min
Special Episode: So How Healthy Is the U.S. Consumer?
Consumer spending has an outsized impact on U.S. economic growth, representing 70% of the economy. We take a deep dive into savings, spending and the labor market.
22 Juli 202110min
