Thoughts on the Market

Latest Episodes:

Andrew Sheets: A Good Time to Borrow? Aug 13, 2021

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Across numerous metrics, the current environment may be an unusually good time to borrow money. What does this mean for equities, credit and government bonds?

Special Episode: Unpacking the Appetite for Thematic Investing Aug 12, 2021

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Investor interest in thematic equity products such as ETFs has rapidly surged, particularly among tech themes. Why the momentum may only grow.

Jonathan Garner: Demystifying China's Regulatory Reset Aug 11, 2021

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On this episode, we examine how China’s regulatory reset on fintech, big tech, cryptocurrency and carbon emissions could affect China equities and business models.

Michael Zezas: The Return of U.S.-China Trade Tensions? Aug 10, 2021

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Although the pandemic put U.S.-China trade tensions on a low simmer, several catalysts could now turn up the heat. Three takeaways for investors.

Mike Wilson: Could Upbeat Jobs Data Actually Weigh on Stocks? Aug 09, 2021

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July’s strong labor market report suggests the Fed may be behind the curve on monetary policy— and markets could soon start to notice.

Andrew Sheets: It Is Time to Worry about the Growth Outlook? Aug 06, 2021

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The Delta variant, slow progress on U.S. infrastructure and some recent disappointing data have markets worried about the economic recovery. Here’s another view.

Martijn Rats: Do Equities Markets Believe the Price of Oil? Aug 05, 2021

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Are current oil prices sustainable? Although oil prices have rallied sharply over the last year, the performance of oil equities has been modest by comparison.

Michael Zezas: The Long and Winding Fiscal Road Aug 04, 2021

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The U.S. infrastructure bill is just the start of a larger fiscal process through year-end that may bring above average growth and higher U.S. Treasury yields.

Matt Hornbach: Are U.S. Treasuries Like Used Cars? Aug 03, 2021

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Falling Treasury yields have investors wondering whether prices will keep rising. But some insight could be gained from the trajectory of U.S. auto prices.

Mike Wilson: The Inevitable Removal of Policy Support Aug 02, 2021

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As a strong earnings season wraps up, pressure is mounting on the Fed to reduce its current level of emergency monetary support. What will this mean for stocks?

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