Thoughts on the Market

Latest Episodes:

Andrew Sheets: The Complicated Portrait of Retail Investing Jul 16, 2021

Show notes

Over the last 18 months, individual investor activity into single stocks has surged. But the bigger story may be the record amount of investment in ETFs.

Jonathan Garner: 4 Concerns to Watch on Asia & EM Equities Jul 15, 2021

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As the year began, there was a high degree of optimism that 2021 could be a great year for Asia & EM equities. But instead, Asian equities have lagged the U.S. and Europe. So what went wrong?

Michael Zezas: The $4 Trillion-Dollar Question Jul 14, 2021

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The U.S. could be gearing up to approve $4 trillion in new spending over the next 10 years. A look at what that could mean for GDP and Treasuries.

Mike Wilson: Are U.S. Equities Markets Hunkering Down? Jul 13, 2021

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Major U.S. indices may be climbing to all-time highs but broader weakness in individual stock prices could be sending investors a signal.

Graham Secker: Is the Best of Europe's Equities Run Behind Us? Jul 12, 2021

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After performing strongly for much of this year, European stocks have traded sideways over the last month. But a closer look at the data suggests an optimistic outlook.

Andrew Sheets: What's Driving Global Equities Markets? Jul 09, 2021

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Although a typical explanation for market strength has been the large amount of cash being pushed into markets from central banks and investors, it’s not the whole story.

Michael Zezas: Something Special in the Air for Investors? Jul 08, 2021

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Last week, U.S. air travel surpassed 2019 levels. And this recovery in demand may be an important story for both fixed income and equity investors to understand.

Mike Wilson: Reopening Stocks Feel the Pinch Jul 07, 2021

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Labor-intensive companies that should benefit from the reopening are feeling the pinch from rising wage costs. With growth stocks likely overbought, where do investors go from here?

Special Episode: The Complex Outlook for U.S. Housing Jul 06, 2021

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U.S. home price growth has been on a tear, but will affordability pressures begin weighing on home sales? The answer is a bit complicated.

Andrew Sheets: 2021 - A Look Back, a Look Forward Jul 02, 2021

Show notes

It's easy to forget just how different the world looked just six months ago. Does the renewed optimism suggest higher returns or just higher expectations?

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