Thoughts on the Market

Latest Episodes:

Mid-Year Commodities Outlook: Risks Ahead? Jun 03, 2021

Show notes

Commodities prices have seen big moves over the last several months, but could a potentially stronger dollar and the mechanics of supply and demand cool the rally?

Michael Zezas: The Simmering U.S./China Rivalry Jun 02, 2021

Show notes

Although the Biden administration has been slightly less vocal with respect to China, investors shouldn’t sleep on the possibly of renewed U.S.-China tensions.

Shawn Kim: Inside China’s Push to Shape Tech’s Future Jun 01, 2021

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Why China’s ambitious blueprint to shape tech standards may have significant impact on the future of tech. Insight from Shawn Kim, Head of Asia Technology Research.

2021 Mid-Year U.S. Economic Outlook: Growth Remains Strong May 28, 2021

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Despite some inflation and labor market risks, the outlook for the rest of the year anticipates strong growth in the U.S. economy. Chief U.S. Economist Ellen Zentner discusses with Andrew Sheets.

Michael Zezas: Will Inflation Take the Wind Out of Infrastructure? May 26, 2021

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Concern has been rising that potentially higher inflation could make Congress lose its nerve on a multi-trillion dollar "Build Back Better" plan. Here’s our analysis.

Special Episode: Check Out the Big Changes in Food Retail May 25, 2021

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Where and how consumers buy their groceries may be forever changed post-pandemic. We deliver some key takeaways on the food retail industry.

Mike Wilson: A Unique View on U.S. Equities May 24, 2021

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Fresh off of last week’s mid-year outlook, Chief Investment Officer Mike Wilson details investor reaction to some of the more out-of-consensus views.

Mid-Year Economic Outlook: The Red Hot Capex Cycle May 21, 2021

Show notes

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.

Andrew Sheets: The Complications of Strong Economic Winds May 20, 2021

Show notes

While robust global growth is a positive for markets, it may also bring higher prices, tighter policy and higher interest rates. A look at some possible twists and turns ahead.

Michael Zezas: What if Infrastructure Doesn’t Pass? May 19, 2021

Show notes

All indications suggest that Congress is serious about passing an infrastructure bill, but here’s why investors may want to consider all possible outcomes.

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