Mike Wilson: Was January a Roadmap for 2021?
Historically speaking, as goes January, so goes the year. Here’s why higher volatility and dispersion of returns between sectors and stocks may define 2021.
8 Feb 20213min
Andrew Sheets: Why U.S. Bond Yields Could Keep Rising
10-yr bond yields could rise by about 0.5% in 2021, but the potentially record amount of government bond issuance may not be the driver.
5 Feb 20212min
Special Episode: The Shifting Dynamics of Oil and Energy
Two big stories are underway in oil and energy markets: changing supply and demand factors amid COVID-19 vaccinations and the impact of ESG considerations. We dive into both.
4 Feb 20219min
Michael Zezas: A Possible Path for Pandemic Relief?
Republicans and Democrats are still far apart on the shape of a new fiscal stimulus bill, but that doesn’t mean a pathway to passage isn’t emerging.
3 Feb 20212min
Shawn Kim: Asia Tech at the Dawn of a New Cycle
What Asia tech trends should investors be watching in the year ahead? Shawn Kim, Head of Asia Technology Research, shares five key themes for 2021.
2 Feb 20213min
Mike Wilson: Why This Isn’t Dot-Com Bubble Redux
Although last week's market correction was long overdue (and perhaps not finished), two differences separate the tech bubble of 1999-2000 and the present.
1 Feb 20213min
Andrew Sheets: The Short-selling Drama - Sideshow or Main Event?
A handful of heavily shorted stocks took markets for a bit of ride this week. Does it say something larger about the future direction of equities markets?
29 Jan 20212min
Special Episode: Where is Consumer Spending Trending?
On this episode, we look at the evolution of U.S. consumer spending trends—and parallel investment themes—as COVID-19 vaccines roll out this year.
28 Jan 202110min
