Special Episode: As a Vaccine Rolls-Out, What’s Next?
Although the first COVID-19 vaccine has now begun distribution in the U.S., the country still faces alarming numbers of new cases. We dive into the logistics of mass vaccination.
14 Dec 20207min
Andrew Sheets: Why Rates Will Rise Next Year, and Why the Fed Will Let Them
Many are skeptical of substantial rise in long term interest rates in the coming year, but we think market pressures will push them up more than the consensus and that the Fed will not get in the way....
10 Dec 20202min
Michael Zezas: Can Congress Break the Stimulus Logjam?
Congress is making progress on a COVID fiscal relief package, but previous efforts to strike a deal haven’t borne fruit. Why this time may be different.
9 Dec 20202min
Mike Wilson: Closing the Books on 2020
Despite a year of high uncertainty, 2020 may end as a strong year for nearly every asset class—which means it may be time to step back and take a breath.
7 Dec 20203min
Andrew Sheets: Corporate Credit’s Surprising Resiliency
Corporate credit defaults have been relatively low considering the outsized shock of COVID-19. Do muted default rates also mean a muted recovery?
4 Dec 20203min
Michael Zezas: What Happens Next on U.S.-China Trade?
Will a Biden administration mean a reduction of trade barriers between the U.S. and China. The answer for investors: like most questions on trade, it’s a bit nuanced.
2 Dec 20203min
China 2021: The Consumer Roars Back
China’s consumers could emerge as a key GDP growth driver in 2021, fueled by COVID-19 vaccine availability, a recovery in the job market and pent-up savings by households.
1 Dec 202011min
Mike Wilson: A November to Remember
Markets have spent November celebrating upbeat vaccine news and closure on U.S. election uncertainty. After a strong month, are equities headed for another reset?
30 Nov 20202min
