Special Episode: Imagining the Shape of Recovery
As central banks and governments weigh a litany of stimulus efforts, what could the journey to economic recovery look like? Our Chief U.S. Economist and Head of U.S. Public Policy Research sum up the debates.
18 Mars 20207min
Michael Zezas: Inside the Municipal Bond Liquidity Trap
When markets get volatile, strange things start to happen in markets you might not expect. That's both a sign of stress, and in some cases, a sign of opportunity.
17 Mars 20202min
Mike Wilson: The End of The Cyclical Bear Market?
Just three months ago, market expectations were likely overoptimistic. That's how tops are made. Today, they are maybe too pessimistic… and that's how bottoms are made.
16 Mars 20204min
Andrew Sheets: The Comfort of Market Patterns
Although current market swings suggest that we are in serious, unpredictable times, a look through market history may reveal where we’re headed next.
13 Mars 20203min
Michael Zezas: Oil Exporter Tensions Add to Market Worries
The dual challenges of the coronavirus and the collapse of the OPEC plus arrangement intensifies the need for a fiscal response from Washington. Head of Public Policy Research Michael Zezas explains.
11 Mars 20202min
Special Episode: The Road Ahead
Investors reacted strongly as oil prices and coronavirus worries disrupted markets. Chief Cross-Asset Strategist Andrew Sheets and Chief U.S. Economist Ellen Zentner debate what’s next.
10 Mars 20208min
Mike Wilson: Revisiting the Rolling Bear Market
The recent correction in equity markets suggests that the fourth quarter rally in 2019 may have been a false breakout—and the rolling bear has unfinished business.
9 Mars 20204min
Andrew Sheets: Patience as an Investing Virtue
Two competing forces—hopes for further central bank moves vs. coronavirus uncertainty—are driving a notable rise in volatility. What signal should investors watch for signs of a potential rebound?
6 Mars 20202min
