Thoughts on the Market

Latest Episodes:

Special Episode, Part 2: Digging Deeper into Delta Jul 30, 2021

Show notes

On this episode we continue our close look at the COVID-19 Delta variant including boosters, the outlook for fall/winter and the impact on markets.

Special Episode: Digging Deeper into the Delta Variant Jul 29, 2021

Show notes

On this episode, we take a closer look at the Delta variant including infectiousness, possibilities of mutation, and whether we’re stuck with COVID-19 long-term.

Michael Zezas: U.S. Infrastructure - Deal or No Deal? Jul 28, 2021

Show notes

Investors have been closely watching headlines on the bipartisan infrastructure plan, but for markets, what may matter most is the broader fiscal policy plan.

Mike Wilson: The Last Phase of Mid-Cycle Jul 27, 2021

Show notes

U.S. equity markets have transitioned through three of four typical changes associated with a mid-cycle transition. But the next, final phase—Fed tightening—may have the most impact.

Chetan Ahya: Will a Debt Hangover Hamper Recovery? Jul 26, 2021

Show notes

How can governments worldwide manage the historically high debt incurred in response to the COVID-19 crisis? The answer may be a bit counterintuitive.

Michael Zezas: The Debt Ceiling - Here We Go Again? Jul 23, 2021

Show notes

The Congressional debate over raising the “debt ceiling”—the total amount of money that the U.S. is authorized to borrow—has begun again. Should investors be concerned?

Special Episode: So How Healthy Is the U.S. Consumer? Jul 22, 2021

Show notes

Consumer spending has an outsized impact on U.S. economic growth, representing 70% of the economy. We take a deep dive into savings, spending and the labor market.

Special Encore: Viruses, Variants and Vaccines - What’s Next? Jul 21, 2021

Show notes

Original Release on June 24th, 2021: Although the darkest days of COVID-19 are hopefully behind us, new variants, vaccine distribution issues and uncertainty about winter still remain key issues.

Andrew Sheets: A Closer Look at Yesterday’s Market Drop Jul 20, 2021

Show notes

A popular read on yesterday’s drop in stocks and bond yields is concern over the COVID Delta variant and global growth. But that analysis may only be part of the story.

Special Episode: Bond Markets React to Delta Variant Worries Jul 19, 2021

Show notes

On this special edition of the podcast, we examine the path ahead for fixed income and the dollar amid increased concern over the COVID-19 Delta variant and economic growth.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected

Our TOPPODCAST Picks

Follow Us

Stay Connected

Thoughts on the Market

Related Podcasts

1

2

3

4

5

6