Thoughts on the Market

Latest Episodes:

Andrew Sheets: Are Markets Really “Disconnected”? Sep 03, 2020

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How to explain the steady, almost mechanical rise in markets despite often weak economic data? It may come down to expectations and trend lines.

Mike Wilson: The Age of Fiscal Policy Dominance? Aug 31, 2020

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Although consensus sees long-term interest rates staying low, could a potential $2 trillion fiscal stimulus mean rates will rise more (and faster) than markets currently expect?

Michael Zezas: How Much Aid Do State/Local Governments Need? Aug 26, 2020

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Just how big would a state and local U.S. stimulus package need to be to support a V-shaped recovery and avoid credit downgrades?

Robin Xing: China’s Next Phase - Recovery, Reshoring, Retaining Aug 25, 2020

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China’s recovery could be progressing better than markets expected as consumers spend more money onshore and the nation’s export engine gains market share.

Mike Wilson: Are We Ripe for a U.S. Equities Correction? Aug 24, 2020

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Chief Investment Officer Mike Wilson says although we’re likely at the beginning of a years-long cyclical bull market, one signal could be telling us that a correction is always possible.

Andrew Sheets: What Can a Haircut Tell Us About Inflation? Aug 21, 2020

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Markets are pricing years of lower inflation due to fallout from the pandemic. But a simple barbershop visit illustrates why that view is worth examining.

Michael Zezas: Sizing Up Democrat Corporate Tax Proposals Aug 19, 2020

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Although U.S. presidential candidate Joe Biden has proposed an increase in corporate taxes, how likely are they to pass in their current form?

Mike Wilson: The Case for Higher Long-Term Interest Rates Aug 17, 2020

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Although marketplace consensus believes that long-term interest rates are set to stay lower for longer, five factors suggest higher long-term rates could be ahead.

Andrew Sheets: Better to Travel Than to Arrive? Aug 14, 2020

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Markets have been surprisingly strong of late given the delay in further stimulus in the U.S.. Chief Cross-Asset Strategist Andrew Sheets discusses the potential causes and why a note of caution may be in order for investors.

Michael Zezas: Rising Risks for New Stimulus? Aug 12, 2020

Show notes

Is it the end of the road for more economic aid from Congress this year? Michael Zezas, Head of U.S. Public Policy Research breaks down the impasse and outcomes.

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