Thoughts on the Market

Latest Episodes:

Andrew Sheets: Are Negative Interest Rates Coming to the U.S. and UK? May 15, 2020

Show notes

As markets have begun to price expectations for negative rates in Britain and the U.S., Chief Cross-Asset Strategist Andrew Sheets breaks down the potential impact on consumers, savers and economic growth.

Special Episode: Lessons and Limits of China’s Recovery May 14, 2020

Show notes

What China’s rebound from COVID-19 can—and can’t—tell us about the path, speed and pitfalls of economic reopening for other countries. Chief China Economist Robin Xing and Chief Cross-Asset Strategist Andrew Sheets look at the data, lessons so far, and how the country has had to modify its crisis playbook.

Michael Zezas: COVID-19 Sparks Renewed U.S.-China Trade Tensions May 13, 2020

Show notes

Can the Phase One trade deal détente stand, or will the U.S. and China return to a cycle of escalating tariffs that may impact prospects of a rebound in economic growth? Michael Zezas, Head of Public Policy Research and Municipal Strategy, takes a closer look.

Mike Wilson: U is for Unicorn May 11, 2020

Show notes

Amid investor speculation about the shape of a recovery, Chief Investment Officer Mike Wilson urges a standard recession playbook.

Special Episode, Part 2: Markets Eye Climbing Government Deficits May 08, 2020

Show notes

How should an investor evaluate the issue of high levels of government debt as nations battle the impact of the coronavirus? A deep dive into the debate.

Special Episode: Recovering from the Stimulus May 07, 2020

Show notes

How can we best coordinate policy to support a timely recovery and what lessons can we learn from the past? Chief Global Economist Chetan Ahya and Chief Cross Asset Strategist Andrew Sheets discuss the policy path back from the global economic crisis brought on by COVID-19.

Michael Zezas: Fixing a Hole (in State Budgets) May 06, 2020

Show notes

The hole in U.S. state budgets caused by coronavirus-driven revenue shortfalls will likely affect more than just muni bond investors. Head of Public Policy Michael Zezas explains.

Mike Wilson: A Pause that Refreshes May 04, 2020

Show notes

As the rally in U.S. equities takes a break, investors may want to position for "early cycle." And that means re-thinking portfolios just as downbeat economic and earnings data arrives.

Andrew Sheets: The Disconnect Between Economies and Markets May 01, 2020

Show notes

Why did April’s stock market gains seem oddly disconnected from recent poor economic data? Chief Cross Asset Strategist Andrew Sheets has the answer.

Matthew Hornbach: A Change of Fortune for the U.S. Dollar? Apr 30, 2020

Show notes

Consensus on the dollar has been bearish for years, only to be proven wrong time after time. But Global Head of Macro Strategy Matthew Hornbach says the mechanics of supply and demand could change that outcome.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected