Thoughts on the Market

Latest Episodes:

Michael Zezas: How Do Markets View Major Policy Proposals? Sep 25, 2019

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On today's episode, Head of U.S. Public Policy Michael Zezas takes a look at transformative policy proposals by 2020 Presidential candidates. How could big policies like Medicare-for-All reshape markets?

Special Series: Is NextGen Reinventing the Banking Experience? Sep 24, 2019

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On this special episode, Betsy Graseck, global head of banking research, explains how Millennials and Gen Z are reshaping the financial industry in their tech-savvy, mobile-first image.

Mike Wilson: Looking Toward Q3 Earnings Sep 23, 2019

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On today’s podcast, investors are watching for progress on trade and signs of future Fed policy. But according to Chief Investment Officer Mike Wilson, it still comes down to Q3 earnings season.

Andrew Sheets: Are Lower Interest Rates Always Beneficial? Sep 20, 2019

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On today's episode, Chief Cross-Asset Strategist Andrew Sheets says although lower interest rates help boost economic activity, the full impact is more complicated.

Michael Zezas: Investors Look for Progress on U.S-China Trade Sep 18, 2019

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On today’s podcast, Head of U.S. Public Policy Michael Zezas says a potential improvement in some key U.S. economic indicators will need real progress on trade—not just headlines.

Special Series: Which Way is U.S. Spending Trending? Sep 17, 2019

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Which generations spend more: Boomers or Millennials/Gen Z? On this special episode, equity analyst Lauren Cassel takes a look at which sectors stand to gain in the years ahead.

Mike Wilson: Value Stocks Have Their Moment Sep 16, 2019

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On today’s podcast, Chief Investment Officer Mike Wilson dives into last week’s historic reversal between value and growth stocks. Can the value rally last?

Andrew Sheets: Is There a Downside to Cutting Interest Rates? Sep 13, 2019

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On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets asks the timely question, “If lower interest rates stimulate growth, why wouldn’t central banks lower them?”

Special Series: From Baby Boom to Youth Boom Sep 10, 2019

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Is America’s next heyday ahead? On this special episode, Chief U.S. Economist Ellen Zentner explains why America’s youth may be set to power U.S. GDP in the coming years.

Mike Wilson: Home on the Range Bound? Sep 09, 2019

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On today's podcast, Investors may be feeling some déjà vu as upbeat news on trade drives a new rally. Could markets break out this time or is another correction ahead? Analysis from Chief Investment Officer Mike Wilson.

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