Thoughts on the Market

Latest Episodes:

Andrew Sheets: Why Rates Will Rise Next Year, and Why the Fed Will Let Them Dec 10, 2020

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Many are skeptical of substantial rise in long term interest rates in the coming year, but we think market pressures will push them up more than the consensus and that the Fed will not get in the way. Chief Cross-Asset Strategist Andrew Sheets explains.

Michael Zezas: Can Congress Break the Stimulus Logjam? Dec 09, 2020

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Congress is making progress on a COVID fiscal relief package, but previous efforts to strike a deal haven’t borne fruit. Why this time may be different.

Mike Wilson: Closing the Books on 2020 Dec 07, 2020

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Despite a year of high uncertainty, 2020 may end as a strong year for nearly every asset class—which means it may be time to step back and take a breath.

Andrew Sheets: Corporate Credit’s Surprising Resiliency Dec 04, 2020

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Corporate credit defaults have been relatively low considering the outsized shock of COVID-19. Do muted default rates also mean a muted recovery?

Michael Zezas: What Happens Next on U.S.-China Trade? Dec 02, 2020

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Will a Biden administration mean a reduction of trade barriers between the U.S. and China. The answer for investors: like most questions on trade, it’s a bit nuanced.

China 2021: The Consumer Roars Back Dec 01, 2020

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China’s consumers could emerge as a key GDP growth driver in 2021, fueled by COVID-19 vaccine availability, a recovery in the job market and pent-up savings by households.

Mike Wilson: A November to Remember Nov 30, 2020

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Markets have spent November celebrating upbeat vaccine news and closure on U.S. election uncertainty. After a strong month, are equities headed for another reset?

Andrew Sheets: Are Emerging Markets Reemerging? Nov 27, 2020

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Emerging market assets are poised to redeem some of their historic underperformance in 2021, but not all assets and indices in the class are equally positioned to take advantage of the cyclical upturn. Chief Cross-Asset Strategist Andrew Sheets explains.

Michael Zezas: The Real Risk of Fed/Treasury Conflict Nov 25, 2020

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A rare open disagreement between the Fed and the Treasury may have policy implications in the longer term. Michael Zezas, Head of U.S. Public Policy Research, explains.

U.S. Outlook 2021: Momentum Toward Recovery Nov 24, 2020

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Although the U.S. faces a challenging winter, vaccine availability and momentum could propel the economy to expand an impressive 6% in 2021. The forecast for investors.

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