Thoughts on the Market

Latest Episodes:

Mike Wilson: The Underlying Reasons for Recession Mar 23, 2020

Show notes

Mike Wilson looks beyond the coronavirus outbreak at the two key conditions which have made the markets vulnerable to a recession.

Andrew Sheets: First, Improve on Uncertainty Mar 20, 2020

Show notes

On this episode, Chief Cross-Asset Strategist Andrew Sheets says that the 4%+ swings in equities markets have made investors skeptical about jumping back in. More U.S. testing could help.

Andrew Sheets: Why We Think Risk/Reward Is Improving Mar 19, 2020

Show notes

Although the sell-off may not be over and the global economy has tough days ahead, a growing number of factors suggest that risk/reward in markets may be getting better.

Special Episode: Imagining the Shape of Recovery Mar 18, 2020

Show notes

As central banks and governments weigh a litany of stimulus efforts, what could the journey to economic recovery look like? Our Chief U.S. Economist and Head of U.S. Public Policy Research sum up the debates.

Michael Zezas: Inside the Municipal Bond Liquidity Trap Mar 17, 2020

Show notes

When markets get volatile, strange things start to happen in markets you might not expect. That's both a sign of stress, and in some cases, a sign of opportunity.

Mike Wilson: The End of The Cyclical Bear Market? Mar 16, 2020

Show notes

Just three months ago, market expectations were likely overoptimistic. That's how tops are made. Today, they are maybe too pessimistic… and that's how bottoms are made.

Andrew Sheets: The Comfort of Market Patterns Mar 13, 2020

Show notes

Although current market swings suggest that we are in serious, unpredictable times, a look through market history may reveal where we’re headed next.

Michael Zezas: Oil Exporter Tensions Add to Market Worries Mar 11, 2020

Show notes

The dual challenges of the coronavirus and the collapse of the OPEC plus arrangement intensifies the need for a fiscal response from Washington. Head of Public Policy Research Michael Zezas explains.

Special Episode: The Road Ahead Mar 10, 2020

Show notes

Investors reacted strongly as oil prices and coronavirus worries disrupted markets. Chief Cross-Asset Strategist Andrew Sheets and Chief U.S. Economist Ellen Zentner debate what’s next.

Mike Wilson: Revisiting the Rolling Bear Market Mar 09, 2020

Show notes

The recent correction in equity markets suggests that the fourth quarter rally in 2019 may have been a false breakout—and the rolling bear has unfinished business.

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