Thoughts on the Market

Latest Episodes:

Special Episode: U.S. Home Prices - Is This Time Different? Mar 04, 2021

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Home prices have been steadily climbing all across the U.S. How should Americans think about home prices, rising interest rates and affordability?

Michael Zezas: 3 Potential Impacts of “Build Back Better” Mar 03, 2021

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The stage is set for the Biden administration’s major infrastructure and environment initiative. Here's what investors need to know about the road ahead.

Vishy Tirupattur: Can We Get Real on Rates? Mar 02, 2021

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Although a shift to higher interest rates is noteworthy, historically, rising rates coupled with rising inflation may actually suggest better performance for some risk assets.

Mike Wilson: Positioning for Higher Interest Rates Mar 01, 2021

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Which sectors could benefit from an era of rising inflation and higher interest rates? Chief Investment Officer Mike Wilson shares the outlook for investors.

Andrew Sheets: ‘Buy Low, Sell High’ May (Finally) Apply Again Feb 26, 2021

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Some traditional market aphorisms seem to have been in abeyance, but with bond yields rising, the old rules are starting to apply again.

Special Episode: The Texas Grid and the Future of Energy Feb 25, 2021

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What really happened during the Texas grid crisis and what does it say about the transition to clean energy and the future of utilities in America?

Michael Zezas: A Reset for U.S.-Mexico Trade? Feb 24, 2021

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Although markets appear more confident that U.S-Mexico trade tensions are largely in the past, investors shouldn't discount potential risks.

Ben Swinburne: Media Eyes the Great Reopening Feb 23, 2021

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Media and entertainment had a tricky 2020 with lockdowns pulling forward years of growth for some companies—and challenges to others. So, what happens now?

Mike Wilson: An Eye on Bull Market Surprises Feb 22, 2021

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U.S. equities markets have continued to perform well, fueled by upbeat earnings and vaccination news. However, that’s often when surprises arise.

Andrew Sheets: The Risk of Rising Rates Feb 19, 2021

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Whether the anticipated fiscal stimulus in the U.S. will be enough to push the economy into inflationary territory, and if we should be concerned about it, is a matter of much debate. Chief Cross-Asset Strategist Andrew Sheets discusses.

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