Thoughts on the Market

Latest Episodes:

Special Episode: Playing the Reopening and Recovery Into 2021 Oct 15, 2020

Show notes

On this Special Episode, Chief U.S. Economist Ellen Zentner talks with U.S. Equity Strategist Adam Virgadamo about the path to recovery and mispriced “reopening stocks.”

Michael Zezas: One Fewer Election Blind Spot? Oct 14, 2020

Show notes

Although it’s possible that the results of the 2020 U.S. election won’t come on Nov. 3rd, there is some fresh evidence that it may unfold more smoothly than pundits predict.

Mike Wilson: Investors Juggle Multiple Uncertainties Oct 12, 2020

Show notes

Although there is uncertainty over new stimulus, a potential coronavirus second wave and the upcoming election, investors can use market volatility to their advantage.

Andrew Sheets: The New Definition of “Peak Oil”? Oct 09, 2020

Show notes

Do tech-driven energy efficiencies—coupled with a shift in environmental attitudes—mean oil demand will fail to recover to pre-COVID levels?

Michael Zezas: Should Investors Prepare for No Stimulus? Oct 07, 2020

Show notes

With mixed signals coming from the White House and Congress, should investors be concerned about no further stimulus? Why there may still be good news.

Mike Wilson: Rate Scare on Deck? Oct 05, 2020

Show notes

With a U.S. fiscal stimulus deal looking more likely, the risk of long-term interest rates moving higher has now increased—a shift that could benefit recovery stocks.

Andrew Sheets: How Will Markets React to a Workable Vaccine? Oct 02, 2020

Show notes

For markets, a vaccine may be the most significant sign the world may return to a more normal future. But what are markets pricing in currently?

Special Episode: COVID-19 Vaccine - Trials and Tribulations Oct 01, 2020

Show notes

COVID-19 vaccines are navigating through the last stage of clinical trials, but hurdles still lie ahead for efficacy, distribution and FDA approval.

Michael Zezas: It’s the Results That Count Sep 30, 2020

Show notes

How will markets react if final U.S. election results take days or weeks? Head of U.S. Public Policy Research Michael Zezas shares advice for investors.

Mike Wilson: Near-term Correction; Long-term Recovery? Sep 28, 2020

Show notes

The recent correction may have been inevitable given rising risks for fiscal stimulus, a potential COVID-19 second wave and the upcoming election. But a resolution to these hurdles may also be possible longer-term.

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