Thoughts on the Market

Latest Episodes:

Special Episode: “Reopening” at the Tipping Point Jun 25, 2020

Show notes

How should investors think about the recovery as the U.S. balances reopening with concerns over a second wave of coronavirus infections?

Michael Zezas: Is Multipolarity the New Megatrend? Jun 24, 2020

Show notes

How should investors view a world where there may be room for more than one norm when it comes the balance of power among economies and commerce?

Mike Wilson: Investor Reactions to a More Constructive Outlook Jun 22, 2020

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Many investors are still looking at the current recession as an anomaly rather than as the end of a cycle. Chief Investment Officer Mike Wilson explains the implications.

Andrew Sheets: Is This Recession Actually… Normal? Jun 19, 2020

Show notes

While the macro events of the last few months are certainly extreme by the standards of history, the current business cycle may be more normal than is appreciated.

Michael Zezas: Another Round of U.S. Pandemic Relief? Jun 17, 2020

Show notes

Two common doubts about another round of fiscal stimulus center on the politics of passage and election year strategy. Here’s why Congress could agree on a package.

Mike Wilson: The Highs and Lows of New Bull Markets Jun 15, 2020

Show notes

Equity markets became a bit frothy during early June as optimism over a recovery took hold. So while a correction may be afoot, it isn’t atypical for a young bull market.

Special Episode: Europe’s Moment of Solidarity Jun 12, 2020

Show notes

The proposed €750 billion European Recovery Fund could represent more than just a recovery from COVID-19. It may also signal a new era of political and economic unity.

Michael Zezas: Unpacking the Politics of Deficits Jun 10, 2020

Show notes

Policymakers and voters may care about deficits, but reducing current spending may not be a priority over other issues—and right now that may be a plus for the economy.

Andrew Sheets: A Significant Moment for the Eurozone Jun 09, 2020

Show notes

Over the last decade, global investors have been lukewarm toward European assets, but three encouraging developments may be set to change that investing narrative.

Mike Wilson: Rates Play Catch-Up, Again Jun 08, 2020

Show notes

Depressed 10-year Treasury yields and a strong dollar have tempered the bullish outlook for U.S. equities. But a shift in both suggests a V-shape recovery could be more likely.

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