Thoughts on the Market

Latest Episodes:

Special Episode: Europe’s Economic Scarring Post-Pandemic Feb 18, 2021

Show notes

Recessions can create long-term scars on labor, investment and the pace of innovation. Is Europe more prepared to lessen COVID-related economic scarring than in past crises?

Michael Zezas: What’s Next for U.S.-China Trade? Feb 17, 2021

Show notes

Concerns about the state of U.S.-China trade relations dominated investor thinking in 2018 and 2019. What’s the path forward for the Biden administration?

Adam Jonas: Space - The Disruption of All Disruptions? Feb 16, 2021

Show notes

The scientific race toward quantum communication is already underway. A look at why the global space economy will be critical to its development.

Andrew Sheets: With Gold, the Narrative Matters Feb 12, 2021

Show notes

Gold is sometimes perceived by investors as a good hedge against inflation, however its track record in this capacity is worth a closer look.

COVID-19: Variants, Vaccines and the Road Ahead Feb 11, 2021

Show notes

We dive into what’s ahead amid competing news headlines on the improving pace of vaccinations and worries over new variants.

Special Episode: The Debate over U.S. Fiscal Stimulus and Inflation Feb 10, 2021

Show notes

Michael Zezas, Head of U.S. Public Policy Research and Matthew Hornbach, Global Head of Macro Strategy, discuss the impact of stimulus and inflation on fixed income markets.

Chetan Ahya: The Fed, Stimulus and “The High-Pressure Economy” Feb 09, 2021

Show notes

If you’re not familiar with the concept of a high-pressure economy, now might be a good time to get acquainted. A new forecast for the U.S. economy.

Mike Wilson: Was January a Roadmap for 2021? Feb 08, 2021

Show notes

Historically speaking, as goes January, so goes the year. Here’s why higher volatility and dispersion of returns between sectors and stocks may define 2021.

Andrew Sheets: Why U.S. Bond Yields Could Keep Rising Feb 05, 2021

Show notes

10-yr bond yields could rise by about 0.5% in 2021, but the potentially record amount of government bond issuance may not be the driver.

Special Episode: The Shifting Dynamics of Oil and Energy Feb 04, 2021

Show notes

Two big stories are underway in oil and energy markets: changing supply and demand factors amid COVID-19 vaccinations and the impact of ESG considerations. We dive into both.

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