Thoughts on the Market

Latest Episodes:

Michael Zezas: Notes from New Hampshire Feb 12, 2020

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On today's episode: With no shortage of pundits weighing in on the Democratic primaries, it’s easy for investors to lean on assumptions. But Head of Public Policy Research Michael Zezas suggests some caution.

Mike Wilson: Knowing Where to Look Feb 10, 2020

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On today's episode: The recent, relatively small, overall market correction masks more significant shifts between asset classes. Mike Wilson, Chief Investment Officer, on the implications for our understanding of market optimism and future growth.

Andrew Sheets: Supply Also Matters Feb 07, 2020

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On today's episode, Discussions about financial markets often center on issues of demand. Andrew Sheets takes a look at the supply trends that may impact debt and equity markets globally in 2020.

Michael Zezas: The Limited Lives of Multiple Narratives Feb 05, 2020

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On today's episode, Recent events have added little clarity to the policy choices U.S. voters will face in the November presidential elections, but that won't last forever.

Mike Wilson: The Tug of War for U.S. Equites Feb 04, 2020

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On today's episode, U.S. equities face concerns over global growth—caused by the coronavirus and other catalysts—but plentiful liquidity from the Fed. Thoughts on positioning from Chief Investment Officer Mike Wilson.

Jonathan Garner: What Can SARS Tell Us About the Coronavirus? Jan 31, 2020

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On today's episode, To understand the impact of the Coronavirus on humanity, economics and markets, Chief Asia and Emerging Markets Equity Strategist Jonathan Garner draws parallels with the 2002 SARS outbreak.

Andrew Sheets: Coronavirus Affects the Narrative Jan 30, 2020

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On today's episode, Nations try to address the public health impact of the coronavirus alongside uncertainty about the global outlook for 2020. Perspective from Andrew Sheets, Chief Cross-Asset Strategist.

Andrew Sheets: Are More Countries Saying Deficits Don’t Matter? Jan 29, 2020

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On today's episode, Only a decade ago, market analysts and political observers were saying sovereign deficits were bad. Cross-Asset Strategist Andrew Sheets explains why that view may be changing.

Michael Zezas: Taxation Complicates U.S.-EU Trade Jan 27, 2020

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On today's episode, Although the U.S and China have found a way forward on trade negotiations, a clear path for U.S.-EU trade is getting slightly more complicated.

Andrew Sheets: As 2020 Begins, Investors Get Optimistic Jan 24, 2020

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On today's episode, Skepticism was the prevailing investor attitude for most of 2019, but what a difference a quarter can make. So what changed? Chief Cross-Asset Strategist Andrew Sheets talks changing sentiment as 2020 kicks off.

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