Thoughts on the Market

Latest Episodes:

Special Episode: The Return of the Services Sector? Apr 06, 2021

Show notes

Consumer spending trends are finally accelerating in service sectors such as dining and travel. A look at what this means for GDP, the jobs market and inflation.

Mike Wilson: Equities Eye the Reality of Reopening Apr 05, 2021

Show notes

Although the S&P 500 has continued to make new highs, underneath the surface, a shift in market leadership may be sending a signal about the hard work of reopening.

Andrew Sheets: Why April Could Be Strong for Markets Apr 01, 2021

Show notes

Over the last 30 years, April has been one of the best months of the entire year—and this year, the rainy month could have some extra advantages.

Michael Zezas: How Taxing Can Infrastructure Be? Mar 31, 2021

Show notes

As the Biden administration unveils the Build Back Better plan, investors are asking: how will it be paid for? The answer is likely important for the economy and markets.

Robin Xing: China’s Green (Investment) Revolution Mar 30, 2021

Show notes

As China moves to make good on carbon targets, it will turn increasingly toward a large scale green investment strategy across its economy.

Mike Wilson: Rotating Through the Recovery Mar 29, 2021

Show notes

A look at why investors may want to position for a shift from early cycle conditions to more mid-cycle characteristics as the economy heads toward re-opening.

Andrew Sheets: Inflation - When to Turn Down the Music? Mar 26, 2021

Show notes

The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track.

Special Episode: Diverging Emerging Markets Mar 25, 2021

Show notes

Amid a generally conservative outlook for emerging markets, key differentiators are their scope for policy action, pace of vaccine rollout and equity valuations.

Michael Zezas: U.S./China Trade - No Quick Path to Lower Barriers Mar 24, 2021

Show notes

Most Trump era barriers remain in place and new ones may even be implemented by the current administration. Markets should pay attention.

Brian Nowak: New Online Habits vs. A Return to ‘Normal’ Mar 23, 2021

Show notes

The Internet sector is more essential than ever. Our analyst looks at where pandemic habits will be stickiest and where the return to ‘normal’ may limit it.

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