Special Episode: The Debate over U.S. Fiscal Stimulus and Inflation
Michael Zezas, Head of U.S. Public Policy Research and Matthew Hornbach, Global Head of Macro Strategy, discuss the impact of stimulus and inflation on fixed income markets.
10 Feb 20217min
Chetan Ahya: The Fed, Stimulus and “The High-Pressure Economy”
If you’re not familiar with the concept of a high-pressure economy, now might be a good time to get acquainted. A new forecast for the U.S. economy.
9 Feb 20213min
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
