Thoughts on the Market

Latest Episodes:

Graham Secker: European Equities Mid-Year May 18, 2021

Show notes

Graham Secker, Head of Morgan Stanley's European and UK equity strategy team, shares why Europe may be set to outperform global equity markets this year.

Mike Wilson: Mid-Year U.S. Equities Outlook - Be Selective May 17, 2021

Show notes

Chief Investment Officer Mike Wilson explains why sector and style preferences—along with selective stock picking—may be the key to success for the rest of 2021.

Andrew Sheets: Inflation - Is It Here to Stay? May 14, 2021

Show notes

The debate over inflation was center stage this week and although the current environment is a far cry from the 1970s, rising prices could mean complications for both companies and central banks.

Special Episode: How Worrying Are Global Supply Chain Issues? May 13, 2021

Show notes

Labor shortages and inventory constraints are weighing on U.S. manufacturing and shipping. How severe could the impact be to U.S. GDP and multi-industry revenues?

Michael Zezas: The Bumpy Road Ahead for U.S. Infrastructure May 12, 2021

Show notes

Differing U.S. infrastructure policy approaches highlight the ongoing difficulties of bipartisanship in Washington. Here’s one possible outcome.

Special Encore: What Are Other Investors Thinking? May 11, 2021

Show notes

Original release April 16th, 2021: Keeping tabs on how other investors are trading can do more than just satisfy curiosity. It can provide a window into trends and current market debates.

Mike Wilson: Welcome to the Mid-Cycle Transition May 10, 2021

Show notes

Amid pricey valuations and growing evidence of labor and supply chain issues investors may want to adjust focus as we exit the early stages of the recovery.

Andrew Sheets: Why (and How) Jobs Numbers Matter May 07, 2021

Show notes

With U.S. labor market numbers coming in below expectations, Andrew Sheets assesses how jobs data feeds into market and policy maker thinking about the road to recovery.

Special Episode: Is Herd Immunity Even Possible? May 06, 2021

Show notes

Amid declining rates of vaccinations in the U.S, virus mutations and a crisis in India, is herd immunity from COVID-19 still achievable? The latest insights from Biotech equity analyst, Matthew Harrison.

Michael Zezas: Texas vs. California May 05, 2021

Show notes

The Supreme Court is expected to deliver a decision soon on this key case for the future of the Affordable Care Act and the 20 million Americans who have acquired coverage under it. The outcome could have significant impacts for investor too.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected