Special Episode: U.S. Housing and Credit Outlook 2021
Data on housing supply, demand, affordability and credit availability paint an optimistic picture for U.S. housing. We dive into the outlook for residential credit and agency mortgage markets.
22 Jan 202111min
Andrew Sheets: The Case for Optimism in 2021
Investors are keeping a worried eye on the pandemic, expensive stock valuations and potentially higher inflation. But even in these areas there may be cause for optimism.
21 Jan 20213min
Michael Zezas: 3 U.S. Policy Forecasts… and a Wild Card
As a Democratic administration takes the reins in the White House and Congress, what policy moves should investors expect?
20 Jan 20212min
Mike Wilson: Time to Leave the Pack Behind?
Investors have become infatuated with the S&P 500, but a rotation to new leadership suggests a look toward stocks that have been off the radar.
19 Jan 20213min
Special Episode: Rates and FX Markets Eye the U.S. Policy Path
As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets?
15 Jan 202110min
Andrew Sheets: Rates and Inflation - Moving for the Right Reasons?
Rising yields and inflation can create anxiety for investors, but the impact depends on why they’re rising. Chief Cross-Asset Strategist Andrew Sheets explains.
14 Jan 20212min
Adam Virgadamo: 5 Equities Investment Themes for 2021
As vaccines continue to roll out and the world eyes a return to normal, several key themes are emerging that could shape investment returns.
13 Jan 20213min
Reza Moghadam: High Noon at the ECB Corral
Does a robust recovery in 2021 spell the end of European Central Bank action? One inconvenient fact may stand in the way: the lackluster rise in inflation.
12 Jan 20214min
