Thoughts on the Market

Latest Episodes:

Michael Zezas: Breaking - Why Post-Election Day Just Got Trickier Nov 05, 2020

Show notes

Amidst the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.

Mike Wilson: Is the Worst of the Correction Over? Nov 02, 2020

Show notes

Although some volatility may lie ahead, the end of the U.S. election cycle and progress on a potential coronavirus vaccine may bring some optimism to markets.

Andrew Sheets: A Transformational Sweep? Oct 30, 2020

Show notes

A look at the 2008 and 2016 U.S. elections suggests that a sweep by either Democrats or Republicans could push stocks and bond yields higher in 2021.

Michael Zezas: Election Night Strategy for Investors Oct 28, 2020

Show notes

For investors, election night could hinge on moments when markets conclude who has won, not necessarily on when media networks call a winner.

Mike Wilson: 3 Sticking Points for U.S. Equities Oct 26, 2020

Show notes

U.S. equity markets have been stuck range bound due to three key concerns, but investors could use that uncertainty to their advantage.

U.S. Election 2020: Divided Government Scenarios Oct 23, 2020

Show notes

In part two of our special election episode, we look at the policies that could potentially come out of divided party control among the White House, Senate and House, and how they might impact markets.

U.S. Election 2020: Straightaways and Detours Oct 22, 2020

Show notes

What is the road ahead for global markets between now and inauguration day? The answer may fall into two categories: straightaways and detours. Part one of a special two-part episode.

Michael Zezas: What's Going On With The U.S. Bond Market? Oct 21, 2020

Show notes

The yields on 10-year and 30-year Treasuries are now at multi-month highs, prompting some investors to ask “What’s going on?” Analysis from Head of U.S. Public Policy Michael Zezas.

Mike Wilson: Why the Correction May Not Be Over Oct 19, 2020

Show notes

Uncertainty about fiscal stimulus, the U.S. election and the pandemic could mean the correction isn’t over. However, one thematic opportunity could present itself.

Andrew Sheets: Are Markets Pricing-In Recent U.S. Election Polls? Oct 16, 2020

Show notes

Although many investors view markets as a highly efficient prognostic machine, the surprises of the 2016 election may have created more hesitancy to guess election outcomes.

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