Thoughts on the Market

Latest Episodes:

Michael Zezas: A “Durable Pause” on U.S.-China Trade Tensions? Oct 16, 2019

Show notes

On today’s episode, Head of Public Policy Michael Zezas says unlike prior tariff pauses, the “phase one” agreement could have durability. However, much uncertainty remains.

Mike Wilson: How Will the “Phase One” Trade Deal Impact Earnings? Oct 14, 2019

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On today's episode, Chief Investment Officer Mike Wilson says the U.S.-China trade deal is a step in the right direction, but the real story is still the corporate profits outlook.

Andrew Sheets: Is the Dollar Losing It’s Safe Haven Status? Oct 11, 2019

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On today's episode, Chief Cross-Asset Strategist Andrew Sheets explains how three of the dollar’s most attractive qualities could be shifting right before our eyes.

Michael Zezas: The Key Variable in U.S.-China Trade Talks Oct 09, 2019

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On today's episode, Head of U.S. Public Policy Michael Zezas says when it comes to trade, movement toward a meaningful compromise will likely come down to one fundamental variable.

Mike Wilson: An Unsatisfying Market for Bulls and Bears? Oct 07, 2019

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On today’s episode, Chief Investment Officer Mike Wilson says both bulls and bears were likely a bit frustrated trying to trade last week's sell-off and rally. So what’s the next move for investors?

Andrew Sheets: The 3 Most Powerful Market Indicators? Oct 04, 2019

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On today's episode, Chief Cross-Asset Strategist Andrew Sheets says despite the myriad models used to assess the direction of markets, three simple indicators may be the most valuable.

Michael Zezas: U.S.-China Trade: The Outlook for Fall Oct 02, 2019

Show notes

On today's episode, A number of trade-related events on the fall calendar could mean progress—or an escalation—on the trade impasse. Head of U.S. Public Policy Michael Zezas provides an overview.

Special Series: U.S. Housing Faces a Generational Turning Point Oct 01, 2019

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On this special episode, Equity Analyst Richard Hill examines the coming seismic shift for investors as Baby Boomers pass the housing baton to Millennials and Generation Z.

Mike Wilson: Are Markets Rethinking Pricey Growth Stocks? Sep 30, 2019

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On today’s episode, Chief Investment Officer Mike Wilson explains why markets may be having a change of heart on expensive—and sometimes unprofitable—growth stocks.

Andrew Sheets: A Tale of Two Oil Price Spikes Sep 27, 2019

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On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets says oil prices tend to spike for two very different reasons and the distinction for investors is quite important.

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