Thoughts on the Market

Latest Episodes:

Mike Wilson: Giving Thanks for a Brighter 2021 Nov 23, 2020

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As Thanksgiving approaches in the U.S., it’s worth taking a moment to be thankful for potential vaccines, a remarkably resilient economy and the strength of the human spirit.

Special Episode: 2021 Global Outlook Nov 21, 2020

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Global economies are set for next phase of a V-shaped recovery in both developed and emerging markets. Why that could be good news for equities and credit markets.

Michael Zezas: Will D.C. Rein In Big Tech? Nov 18, 2020

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Washington D.C. has become increasingly interested in tech regulation, but what’s the likelihood in the next two years? And what could it mean for tech stocks?

Mike Wilson: 2021 Preview - A Bull with Room to Run Nov 16, 2020

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Although near-term worries about the coronavirus and higher interest rates could challenge company valuations, the 12-month U.S. equities outlook may be just what the doctor ordered.

Andrew Sheets: An Artificial Calm? Nov 13, 2020

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Confidence in the ability of central bank to suppress market volatility through aggressive policy may be misplaced.

Matt Hornbach: 2021 - Another Big Year for Liquidity? Nov 12, 2020

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G10 central banks could inject another $2.8 trillion of liquidity next year—over twice the amount in any year prior to this one. How will this impact rates and currencies?

Michael Zezas: Vaccine-driven Rebound Could Help Munis Nov 11, 2020

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Although improving economic growth and rising inflation could present challenges for bond investors, “re-opening” could bring benefit for municipal bonds.

Reza Moghadam: Amid Lockdowns, Europe Looks to a Vaccine Nov 10, 2020

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Although COVID-19 new case rates have been climbing in Europe, the impact of this second wave may not be as severe this time around.

Mike Wilson: Markets Cheer Clarity on Vaccine, Election Nov 09, 2020

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Upbeat news on a coronavirus vaccine and a win for President-elect Biden drive stocks significantly higher. How should investors trade a potentially earlier re-opening?

Special Episode: Markets Parse Election Results, Jobs Report Nov 06, 2020

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All eyes are on the U.S. Presidential race as markets also weigh climbing coronavirus cases in the U.S., fiscal stimulus uncertainty and October’s jobs report.

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