
Mike Wilson: Giving Thanks for a Brighter 2021
As Thanksgiving approaches in the U.S., it’s worth taking a moment to be thankful for potential vaccines, a remarkably resilient economy and the strength of the human spirit.
23 Nov 20203min

Michael Zezas: Will D.C. Rein In Big Tech?
Washington D.C. has become increasingly interested in tech regulation, but what’s the likelihood in the next two years? And what could it mean for tech stocks?
18 Nov 20202min

Mike Wilson: 2021 Preview - A Bull with Room to Run
Although near-term worries about the coronavirus and higher interest rates could challenge company valuations, the 12-month U.S. equities outlook may be just what the doctor ordered.
16 Nov 20203min

Andrew Sheets: An Artificial Calm?
Confidence in the ability of central bank to suppress market volatility through aggressive policy may be misplaced.
13 Nov 20202min

Matt Hornbach: 2021 - Another Big Year for Liquidity?
G10 central banks could inject another $2.8 trillion of liquidity next year—over twice the amount in any year prior to this one. How will this impact rates and currencies?
12 Nov 20203min

Michael Zezas: Vaccine-driven Rebound Could Help Munis
Although improving economic growth and rising inflation could present challenges for bond investors, “re-opening” could bring benefit for municipal bonds.
11 Nov 20202min

Reza Moghadam: Amid Lockdowns, Europe Looks to a Vaccine
Although COVID-19 new case rates have been climbing in Europe, the impact of this second wave may not be as severe this time around.
10 Nov 20204min





















