Special Episode: All Hail the U.S. Consumer
Will pent-up demand from U.S. consumers help drive a recovery from the coronavirus recession? A special conversation with our Chief Investment Officer and Chief U.S. Economist.
22 Maj 20206min
Andrew Sheets: The Case for the Return of Inflation
Why would inflation rise since the current recession means an acute shortage of demand for goods and services? Chief Cross-Asset Strategist Andrew Sheets explains.
21 Maj 20203min
Michael Zezas: The Mechanics of Fiscal Stimulus
Congress is weighing another round of fiscal stimulus, possibly by July. But the dynamics of passage in an election year could mean a narrow window to take action.
20 Maj 20202min
Mike Wilson: Financial Repression Is Alive and Well
Current stock market price patterns look surprisingly similar to 2009 and the global financial crisis. The big difference for investors may be the knock-on effect of low interest rates.
18 Maj 20204min
Andrew Sheets: Are Negative Interest Rates Coming to the U.S. and UK?
As markets have begun to price expectations for negative rates in Britain and the U.S., Chief Cross-Asset Strategist Andrew Sheets breaks down the potential impact on consumers, savers and economic growth.
15 Maj 20203min
Special Episode: Lessons and Limits of China’s Recovery
What China’s rebound from COVID-19 can—and can’t—tell us about the path, speed and pitfalls of economic reopening for other countries. Chief China Economist Robin Xing and Chief Cross-Asset Strategist Andrew Sheets look at the data, lessons so far, and how the country has had to modify its crisis playbook.
14 Maj 20209min
Michael Zezas: COVID-19 Sparks Renewed U.S.-China Trade Tensions
Can the Phase One trade deal détente stand, or will the U.S. and China return to a cycle of escalating tariffs that may impact prospects of a rebound in economic growth? Michael Zezas, Head of Public Policy Research and Municipal Strategy, takes a closer look.
13 Maj 20202min
Mike Wilson: U is for Unicorn
Amid investor speculation about the shape of a recovery, Chief Investment Officer Mike Wilson urges a standard recession playbook.
11 Maj 20203min
