Thoughts on the Market

Latest Episodes:

Michael Zezas: The Story Behind Falling Bond Yields Aug 14, 2019

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On today’s podcast, Head of U.S. Public Policy and Municipal Strategy Michael Zezas explains how the challenges facing U.S. farmers can provide insight on the current bond market.

Mike Wilson: Navigating the Q3 Dog Days Aug 12, 2019

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On today’s podcast, Chief Investment Officer Mike Wilson identifies several catalysts that could drive increased Q3 volatility. Are markets still facing a correction this quarter?

Andrew Sheets: Can Central Banks Keep Up with Market Expectations? Aug 09, 2019

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On today’s podcast, Chief Cross Asset Strategist Andrew Sheets looks at how the expectations markets are placing on central banks, as much as the actions of the banks themselves, are affecting outcomes.

Michael Zezas: The Potential Impact of Lasting Tariffs Aug 07, 2019

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On this episode, Head of Public Policy Research Michael Zezas walks investors through the current impasse on U.S.-China trade. How might new tariffs heighten downside risks for the U.S. economy?

Mike Wilson: Markets Face a “Sell the News” Moment Aug 05, 2019

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On today’s podcast, Chief Investment Officer Mike Wilson asks whether the Fed rate cut and reemergence of trade tensions rattled markets or simply revealed the possibility of deteriorating fundamentals.

Andrew Sheets: The Fed’s Great Expectations Quandary Aug 02, 2019

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On today's podcast, Markets met the Fed rate cut with a collective shrug. Could investor expectations make it harder for the Fed to succeed? Chief Cross-Asset Strategist Andrew Sheets provides analysis.

Michael Zezas: Trade Uncertainty and Corporate Confidence Jul 31, 2019

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On today’s podcast, Head of U.S. Public Policy Michael Zezas examines how continued trade policy uncertainty is weighing on corporate confidence and spending. Is a turning point ahead?

Mike Wilson: Will the Fed Surprise on a Rate Cut? Jul 29, 2019

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On today’s podcast, Chief Investment Officer Mike Wilson gauges the reaction to a potential Wednesday Fed rate cut. Have markets already priced in any rally?

Special: Access & Opportunity Preview Jul 26, 2019

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Morgan Stanley's Carla Harris talks with Charles Hudson, founder and Managing Partner at Precursor Ventures, a seed-stage investor bringing an institutional perspective to startups in the earliest stages of their development.

Michael Zezas: The Fed Rate Cut Debate for Bond Investors Jul 24, 2019

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On today’s podcast, Head of Public Policy and Municipal Strategy Michael Zezas considers the debate between the consensus view of a potential 25 basis point Fed rate cut vs a 50 basis point cut.

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