Mike Wilson: Keeping an Eye on Earnings Estimates
Equities markets may be sending mixed messages on the economy and growth, but ultimately, it’s all about the earnings. Chief Investment Officer Mike Wilson explains.
13 Sep 20213min
Andrew Sheets: Are Clouds Gathering for U.S. Equities?
Why stretched valuations, growth worries and a cavalcade of uncertain events in September and October could mean a challenging fall for U.S. stocks.
10 Sep 20213min
Michael Zezas: Season of Confusion in D.C.?
Negotiations on a number of government policy points such as taxes, fiscal spending and deficits have hit a fever pitch. Here are three potential outcomes through year-end.
9 Sep 20213min
Jonathan Garner: Rising Risks for Taiwan Equities
Taiwan equities have been a standout among equities in 2021, but factors such as softening tech spend and slowing retail trading activity suggest challenges ahead.
9 Sep 20213min
Ellen Zentner: Keep Calm and Taper On?
Weak U.S. economic data in August has renewed concerns that a growth scare is underway. Is this a sign of things to come or just a speed bump in the expansion?
8 Sep 20213min
Special Encore: So, What’s the Story?
Original Release on August 30th, 2021: Although a key component of investing is getting the narrative right, perhaps a bigger component is knowing when the narrative could shift.
7 Sep 20213min
Special Encore: Never a Dull Moment in the Political Economy?
Original Release on August 25th, 2021: For investors, U.S. fiscal policy, tax increases and U.S.-China relations are three key items to watch as we head toward fall. We outline potential outcomes.
3 Sep 20213min
Andrew Sheets: Autumn Days Are Here Again
As summer transitions to fall, investors will be facing a host of key market events. Chief Cross-Asset Strategist Andrew Sheets covers the ones to watch.
2 Sep 20213min
