Thoughts on the Market

Latest Episodes:

Mike Wilson: U.S. Markets React to Fed Moves Apr 13, 2020

Show notes

If there is one lesson to be learned from the financial repression era it's that when risk premium appears, investors may want to make moves before it evaporates.

Special Episode: Coronavirus – Building Models to Rebuild Economies Apr 09, 2020

Show notes

How do you track a virus, a global economy and a road to recovery? On this special episode, an engaging conversation with our Chief Cross-Asset Strategist and Head Biotech Equity Analyst.

Michael Zezas: Another Dose of Fiscal Stimulus? Apr 08, 2020

Show notes

The U.S. Congress has been debating ways to flatten another worrying curve: the sliding economic growth curve. What form could additional fiscal stimulus take?

Mike Wilson: What Are Markets Thinking? Apr 06, 2020

Show notes

Asset prices often reflect the obvious before it becomes obvious. So the question for investors now is, "What is the market thinking about that's not obvious?"

Andrew Sheets: Optimism for Credit Markets Apr 03, 2020

Show notes

Even as economic and public health data get worse, recent changes in three key factors make global credit markets an attractive option. Our Chief Cross-Asset Strategist, Andrew Sheets, explains.

Michael Zezas: What Does the CARES Act Buy? Apr 01, 2020

Show notes

The $2 trillion CARES Act includes a variety of provisions that will help preserve the financial health of state and local governments, hospitals and airports. Here’s what’s inside.

Mike Wilson: U.S. Equities - Is the Worst Behind Us? Mar 30, 2020

Show notes

Although economic and earnings data could be gloomy over the next month, have equity markets already discounted the bad news? Detailed analysis from Chief Investment Officer Mike Wilson.

Andrew Sheets: The Critical Calls of Financial Referees Mar 27, 2020

Show notes

Governments and central banks face two issues: A flight to liquidity and a global economy that showed signs of fatigue even before the pandemic. For investors seeking opportunities, it’s an important distinction.

Special Episode: Can $2 Trillion Flatten the Unemployment Curve? Mar 26, 2020

Show notes

As a record 3.28 million workers file for unemployment, our Chief U.S. Economist and Chief U.S. Public Policy researcher weigh potential effects from the fiscal package now before Congress.

Michael Zezas: Sizing Up the Stimulus Package Mar 25, 2020

Show notes

Congressional leaders have reached a deal on a $2 trillion stimulus bill to deal with fallout from the coronavirus crisis. Will it work? Two criteria to watch for.

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