Thoughts on the Market

Latest Episodes:

Andrew Sheets: Four Reasons to Remain Patient Sep 25, 2020

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Despite a needed correction in recent weeks, a suite of significant risks still hangs over U.S. markets. Chief Cross-Asset Strategist Andrew Sheets explains.

Michael Zezas: Unlikely Paths to Stimulus May Interest Investors Sep 24, 2020

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As hopes for an additional stimulus package wane in the run-up to the U.S. elections, some of the less likely paths to a deal may provide a way out of the current correction. Michael Zezas, Head of U.S. Public Policy Research, explains.

Mike Wilson: A Correction with Policy Roots Sep 21, 2020

Show notes

Action by Congress and the Fed, and its absence, has paved the way for the recent downturn in equities, putting markets back on a more sustainable footing. Chief Investment Officer Mike Wilson explains.

Andrew Sheets: The Uncertainty of the Fed’s New Certainty Sep 18, 2020

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This week, the Fed announced a new framework that could keep interest rates unusually low. So why did markets collectively yawn at the announcement?

Special Episode: The ABCs of ESG ETFs Sep 16, 2020

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On this special edition of the podcast, Jessica Alsford, Head of the Global Sustainability Research Team talks with Michael Zezas about the important role ETFs are playing for ESG investing.

Mike Wilson: Could the Correction Continue Further? Sep 14, 2020

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Why gridlock on the next U.S stimulus package—combined with election year uncertainty—suggests there could be more downside in September and October.

Andrew Sheets: Markets Ponder a Trillion-Dollar Question Sep 11, 2020

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A downward adjustment in some high-flying U.S. tech stocks has put investors on edge this month, but an impasse on fiscal stimulus negotiations may be the real issue to watch.

Special Episode: Why Vaccine Discovery is Just the Beginning Sep 10, 2020

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As COVID-19 vaccine development continues in phase three studies, the logistics of FDA approvals, production and the complex hurdles of distribution are taking shape.

Michael Zezas: The Waiting is the Hardest Part Sep 09, 2020

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Could a possible delay in U.S. election night results mean volatility as markets price various outcomes for policies that impact sectors?

Mike Wilson: Putting the Market Correction in Context Sep 08, 2020

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Although the current market correction is not wholly surprising given the outsized rally in August, what was the ultimate trigger… and what's next?