Thoughts on the Market

Latest Episodes:

Mike Wilson: 2020 and the Return to Reflation Dec 23, 2019

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On today's episode, why escalating labor costs, deglobalization and central bank policies may mean positioning portfolios toward stocks that benefit from rising inflation.

Andrew Sheets: 3 Lessons from 2019… for 2020 Dec 20, 2019

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On today's episode, What important factors from 2019 could give investors context on the investing climate ahead? Consider valuations, policy and inflation.

Michael Zezas: Markets Mull the “Phase One” Deal Dec 18, 2019

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On today's episode, What will the U.S-China “Phase One” trade deal mean for the global economy, corporate confidence and markets? Head of U.S. Public Policy Michael Zezas weighs in.

Mike Wilson: A Trifecta of Positive Catalysts Dec 16, 2019

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On today's episode, A dovish Fed, progress on trade and a path toward a potentially orderly Brexit are driving global equities higher but how much of the global recovery is already priced?

Andrew Sheets: 2020 Playbook: Analyzing the Bull Case Dec 13, 2019

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In this special two part bull/bear series, Chief Cross-Asset Strategist Andrew Sheets shares insight on the catalysts that could drive strong market returns in 2020.

Special Episode: Manufacturing Data Sends an Upbeat Signal Dec 12, 2019

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On this episode with special guest Chetan Ahya, the firm’s Chief Global Economist, Trade tensions have put a damper on global manufacturing, but is the tide poised to turn after the first broad-based sentiment uptick in seven months?

Michael Zezas: U.S.-China Trade: What Happens in 2020? Dec 11, 2019

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On today's episode, Although some reports have suggested progress on a phase one deal, markets are still seeking a clear signal forward on trade—and that means tackling the more difficult phase two deal.

Mike Wilson: The Virtuous Circle of Excess Liquidity Dec 09, 2019

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On today's episode, Central banks seem likely to continue their balance sheet expansion into next year, driving lower volatility, more cash into equities… and some great expectations.

Andrew Sheets: 2020 Playbook: Analyzing the Bear Case Dec 06, 2019

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In this special two part bull/bear series, Chief Cross-Asset Strategist Andrew Sheets shares insight on the catalysts that could hamper market returns in 2020.

Michael Zezas: How Do Close U.S. Elections Affect Markets? Dec 04, 2019

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On today's episode, On average, election-year market performance varies by about 9% for elections that are narrow contests vs. elections with a clear frontrunner. So how could 2020 pan out?

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