Andrew Sheets: Markets Ponder a Trillion-Dollar Question
A downward adjustment in some high-flying U.S. tech stocks has put investors on edge this month, but an impasse on fiscal stimulus negotiations may be the real issue to watch.
11 Sep 20203min
Special Episode: Why Vaccine Discovery is Just the Beginning
As COVID-19 vaccine development continues in phase three studies, the logistics of FDA approvals, production and the complex hurdles of distribution are taking shape.
10 Sep 20209min
Michael Zezas: The Waiting is the Hardest Part
Could a possible delay in U.S. election night results mean volatility as markets price various outcomes for policies that impact sectors?
9 Sep 20202min
Mike Wilson: Putting the Market Correction in Context
Although the current market correction is not wholly surprising given the outsized rally in August, what was the ultimate trigger… and what's next?
8 Sep 20204min
Andrew Sheets: Are Markets Really “Disconnected”?
How to explain the steady, almost mechanical rise in markets despite often weak economic data? It may come down to expectations and trend lines.
3 Sep 20202min
Mike Wilson: The Age of Fiscal Policy Dominance?
Although consensus sees long-term interest rates staying low, could a potential $2 trillion fiscal stimulus mean rates will rise more (and faster) than markets currently expect?
31 Aug 20203min
Michael Zezas: How Much Aid Do State/Local Governments Need?
Just how big would a state and local U.S. stimulus package need to be to support a V-shaped recovery and avoid credit downgrades?
26 Aug 20202min
Robin Xing: China’s Next Phase - Recovery, Reshoring, Retaining
China’s recovery could be progressing better than markets expected as consumers spend more money onshore and the nation’s export engine gains market share.
25 Aug 20204min
