Thoughts on the Market

Latest Episodes:

Reza Moghadam: The EU Recovery Fund’s Next Phase Aug 11, 2020

Show notes

After intense negotiations, European leaders have reached a historic coronavirus recovery deal. However, the hardest challenge may lie ahead: How to spend the resources wisely.

Andrew Sheets: The Case for Optimism in the Near Term Aug 07, 2020

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Chief Cross-Asset Strategist Andrew Sheets says although their base case for continued market strength is measured, there is an argument to be made for a bull case forecast.

Mike Wilson: Who’s Driving The Growth in U.S. Money Supply? Aug 03, 2020

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Growth in money supply is one of the most powerful indicators for rising inflation—and it's currently rising at record levels. How should investors position portfolios?

Andrew Sheets: A Refreshing Pause for Markets? Jul 31, 2020

Show notes

With the precipitous drop in U.S. GDP and the effects of monetary and fiscal interventions, the rest of third quarter may be a moment for investors to take a breather.

Michael Zezas: Considering a Potential U.S.-China Decoupling Jul 29, 2020

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As tensions between the U.S. and China tick higher, investors are weighing the chances of a potential U.S.-China economic decoupling—and what it might look like.

Special Episode: Investment Themes for a Post-COVID World Jul 28, 2020

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The impact of COVID-19 on consumer behavior and macro trends will likely affect investing fundamentals for years to come. Our experts weigh in on several high-level themes for investors.

Mike Wilson: Have Stocks “Pulled Forward” Too Much? Jul 27, 2020

Show notes

Some U.S. stocks have reaped the benefits of a pull forward in demand thanks to effects of the pandemic. But with valuations rich, is a correction now ahead?

Special Episode, Part 2: COVID-19 - How Close Are We to a Vaccine? Jul 24, 2020

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In the second of a special two-part episode, we talk with biotech equity analyst Matthew Harrison about market response to new data in the race for a vaccine.

Special Episode: COVID-19 - Preparing for Fall's Second Wave Jul 23, 2020

Show notes

In the first of a special two part episode, we talk with biotech equity analyst Matthew Harrison about new case projections ahead of fall and flu season.

Michael Zezas: States Look to D.C. to Fill Budget Holes Jul 22, 2020

Show notes

Local and state governments across the U.S. are eagerly watching whether a new round of stimulus will help them address budget shortfalls. Will Congress deliver?

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