Michael Zezas: How Taxing Can Infrastructure Be?
As the Biden administration unveils the Build Back Better plan, investors are asking: how will it be paid for? The answer is likely important for the economy and markets.
31 Mars 20213min
Robin Xing: China’s Green (Investment) Revolution
As China moves to make good on carbon targets, it will turn increasingly toward a large scale green investment strategy across its economy.
30 Mars 20214min
Mike Wilson: Rotating Through the Recovery
A look at why investors may want to position for a shift from early cycle conditions to more mid-cycle characteristics as the economy heads toward re-opening.
29 Mars 20213min
Andrew Sheets: Inflation - When to Turn Down the Music?
The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track.
26 Mars 20213min
Special Episode: Diverging Emerging Markets
Amid a generally conservative outlook for emerging markets, key differentiators are their scope for policy action, pace of vaccine rollout and equity valuations.
25 Mars 20219min
Michael Zezas: U.S./China Trade - No Quick Path to Lower Barriers
Most Trump era barriers remain in place and new ones may even be implemented by the current administration. Markets should pay attention.
24 Mars 20212min
Brian Nowak: New Online Habits vs. A Return to ‘Normal’
The Internet sector is more essential than ever. Our analyst looks at where pandemic habits will be stickiest and where the return to ‘normal’ may limit it.
23 Mars 20214min
Mike Wilson: Outside the Consensus
We forecast a shorter and hotter business cycle than the consensus estimates, suggesting a move to mid-cycle portfolio positions earlier than expected.
22 Mars 20213min
