Thoughts on the Market

Latest Episodes:

Mike Wilson: Weighing a Potential Fed Rate Cut Jul 22, 2019

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On today’s podcast, Chief Investment Officer Mike Wilson says what matters for markets now isn't how much the Fed or other central banks could cut—but why they would cut.

Andrew Sheets: 3 Consensus Views Worth Questioning Jul 19, 2019

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On today’s podcast, Chief Cross-asset Strategist Andrew Sheets digs into three key debates around central bank policy expectations, valuations and investor sentiment.

Michael Zezas: 2020 Election: How Likely Is Medicare-for-All? Jul 17, 2019

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On today’s podcast, Head of U.S. Public Policy research Michael Zezas asks “Would a Democratic presidential win mean the end of the road for private health care insurance?

Mike Wilson: For the S&P 500, Breaking Out Is Hard to Do Jul 15, 2019

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On today’s podcast, Chief Investment Officer Mike Wilson says a sustained breakout above 3,000 has eluded the S&P 500. Will the Fed’s potential rate cut be the catalyst?

Andrew Sheets: A Second (and Third) Opinion for Equity Markets Jul 12, 2019

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On this episode, Chief Cross-Asset Strategist Andrew Sheets examines the models for stock performance, and how they are all leading to a similar conclusion.

Michael Zezas: Healthcare Reform - Here We Go Again? Jul 10, 2019

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On today’s podcast, as the 2020 Election nears, healthcare reform is a central debate once again. Head of U.S. Public Policy Michael Zezas shares potential outcomes for patients—and investors.

Mike Wilson: 3 Summer Surprises Investors Could Be Missing Jul 08, 2019

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On today’s podcast, Chief Investment Officer Mike Wilson says markets are typically savvy on how and when to price news events. But are markets overlooking some potential bad news?

Andrew Sheets: A Narrow Path Jul 05, 2019

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On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets says that while conditions could line up for market success, the variables that need to align are many and diverse.

Michael Zezas: How Markets View the Pause on Trade Tariffs Jul 03, 2019

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On today’s podcast, Head of U.S. Public Policy Michael Zezas says a pause on trade tariffs should be good news for markets and growth, but is the path forward any clearer?

Mike Wilson: A G20 Trade Truce? Jul 01, 2019

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On today’s podcast, markets are cheering this weekend’s pause on U.S.-China trade tensions. But is the potential progress enough to extend the longest business cycle in history?

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