Thoughts on the Market

Latest Episodes:

Chetan Ahya: Has the Tide Finally Turned on Wage Growth? Jul 01, 2021

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Until recently, wages have been on a forty year decline, driving new calls for policymaker action. A look at the implications for GDP, inflation and income inequality.

Special Episode: U.S. Infrastructure - What’s in the Price? Jun 30, 2021

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Is U.S. infrastructure already priced into Treasury yields? The answer may lie with whether investors are accurately gauging the true size of the final package.

Special Episode: The Red-Hot Return of Business Investment Jun 29, 2021

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The robust return of business investment is set to be a key theme for investors. On this episode we examine the bullish outlook for communications equipment and infrastructure.

Mike Wilson: A Growing Economy Leads to New Questions Jun 28, 2021

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With the economic recovery in full bloom, companies and investors may now be faced with new questions around higher materials and labor costs.

Special Episode, Part 2: Viruses, Variants and Vaccines Jun 25, 2021

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Chief Cross-Asset Strategist Andrew Sheets continues his conversation with Biotech Equity Analyst Matt Harrison on COVID-19 variants and the future of the health care industry.

Special Episode: Viruses, Variants and Vaccines - What’s Next? Jun 25, 2021

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Although the darkest days of COVID-19 are hopefully behind us, new variants, vaccine distribution issues and uncertainty about winter still remain key issues.

Robin Xing: Is China's Recovery Losing Momentum? Jun 23, 2021

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Since last year, China's economic recovery has been strong… but uneven. After a hiccup in the second quarter, will manufacturing and consumers come to the rescue?

Special Episode: The Fed Is Talking Taper… But When? Jun 23, 2021

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Last week, the Fed rattled markets by laying the groundwork for tapering its asset purchase program. But is this taper talk? Or just talking about talking about tapering?

Mike Wilson: When Is a “Surprise” Not Surprising? Jun 21, 2021

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Although the Fed’s surprise hawkish turn in its latest policy decision caught markets off-guard, the monetary tightening process may actually have begun months ago.

Special Encore: The Red Hot Capex Cycle Jun 18, 2021

Show notes

Original release on May 21st, 2021: Consumer spending should drive strong business investment in the months ahead, driving global GDP above its pre-COVID-19 path. But inflation may be a risk to watch.

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