Thoughts on the Market

Latest Episodes:

Andrew Sheets: What Do Markets Reward? Progress. Jun 05, 2020

Show notes

Why are markets climbing despite a pandemic and this week’s demonstrations across the U.S.? The answer may lie with how markets view progress.

Special Episode: The Race to a Vaccine Jun 04, 2020

Show notes

Large cap biotech analyst Matthew Harrison talks with Chief Cross-Asset Strategist Andrew Sheets to discuss the latest timeline for a coronavirus vaccine, hurdles to success and possible market reactions.

Mike Wilson: Welcome to Early Cycle? Jun 01, 2020

Show notes

Although market volatility continues to decrease, the volatility of popular momentum strategies is increasing—which suggests a coming rotation to early cycle stocks.

Andrew Sheets: Does COVID-19 Change the Investing Playbook? May 29, 2020

Show notes

Although the impact of the coronavirus on markets, economies and jobs is truly unprecedented, it doesn’t mean investing precedents don’t still apply.

Michael Zezas: Could Cash-Strapped States Bank on Online Gaming? May 27, 2020

Show notes

As U.S. states cope with challenged finances due to the coronavirus, could some look to online gaming to fill budget gaps?

Mike Wilson: 3 Reasons Why a 2020 Recovery May Be Different May 26, 2020

Show notes

Although the coronavirus recession shares traits with the 2008 financial crisis and other recessions, the rate and sustainability of a recovery could be quite different this cycle.

Special Episode: All Hail the U.S. Consumer May 22, 2020

Show notes

Will pent-up demand from U.S. consumers help drive a recovery from the coronavirus recession? A special conversation with our Chief Investment Officer and Chief U.S. Economist.

Andrew Sheets: The Case for the Return of Inflation May 21, 2020

Show notes

Why would inflation rise since the current recession means an acute shortage of demand for goods and services? Chief Cross-Asset Strategist Andrew Sheets explains.

Michael Zezas: The Mechanics of Fiscal Stimulus May 20, 2020

Show notes

Congress is weighing another round of fiscal stimulus, possibly by July. But the dynamics of passage in an election year could mean a narrow window to take action.

Mike Wilson: Financial Repression Is Alive and Well May 18, 2020

Show notes

Current stock market price patterns look surprisingly similar to 2009 and the global financial crisis. The big difference for investors may be the knock-on effect of low interest rates.

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