Thoughts on the Market

By Morgan Stanley

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.

Image by Morgan Stanley

Category: Investing

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 600
Reviews: 0
Episodes: 1142

Description

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.


Episode Date
This Is Still India’s Decade
Jun 14, 2024
Cautious Corporate Boards Extend the Credit Cycle
Jun 13, 2024
Convenience Is Compelling
Jun 12, 2024
Presidential Elections Aren’t the Only Important Ones
Jun 11, 2024
Investors Riding an Unpredictable Wave
Jun 10, 2024
What Global Elections Mean for Markets
Jun 07, 2024
Inside Japan’s Economic Transformation
Jun 06, 2024
Special Encore: The Curious Connection Between Airlines and Fashion
Jun 05, 2024
Spirited Debates Around Our Midyear Outlooks
Jun 04, 2024
Why an ‘Everything Rally’ Is Still Possible
Jun 03, 2024
Why TMT Bonds Are Underperforming
May 31, 2024
European Economic Outlook: Decidedly More Optimistic
May 30, 2024
Global Questions About the US Elections
May 29, 2024
Midyear European Equities Outlook: In the Sweet Spot
May 28, 2024
Midyear Credit Outlook Favors Moderation
May 24, 2024
Midyear Housing Outlook: Is Home Sale Activity Picking Up?
May 23, 2024
Midyear US Economic Outlook: Continued Resilience
May 22, 2024
Midyear Cross-Asset Outlook: Bullish Possibilities
May 21, 2024
Midyear Economic Outlook: Reasons for Optimism
May 20, 2024
Seeking Better Value in Emerging Market Debt
May 17, 2024
Get Ready for a Summer Travel Boom
May 16, 2024
The Narrow Scope of US Tariffs on China
May 15, 2024
Lessons from Retail Success Stories
May 14, 2024
Spring IMF Meetings Spark Cautious Optimism
May 13, 2024
How Mexico’s Elections Could Change Global Markets
May 10, 2024
The Fed Sends a Clear Message
May 09, 2024
Can U.S. Dollar Dominance Continue?
May 08, 2024
Managing for Economic Uncertainty
May 07, 2024
What If Rates Are Higher for Longer?
May 06, 2024
Separating the Cyclical from the Systemic
May 03, 2024
Special Encore: Seth Carpenter: Looking Back for the Future
May 03, 2024
Where Is the US Dollar Headed?
May 02, 2024
Decarbonizing Real Estate
Apr 30, 2024
The Curious Connection Between Airlines and Fashion
Apr 29, 2024
Can Technology Help Us Live Longer & Better?
Apr 26, 2024
Meeting the Demand for Anti-Obesity Treatment
Apr 25, 2024
European Markets React to Upcoming U.S. Election
Apr 24, 2024
US Economy: Bigger, But Not Tighter
Apr 23, 2024
U.S. Equities: No Landing in Sight
Apr 22, 2024
Mixed Signals for Asia and Emerging Markets
Apr 19, 2024
A Central Piece of the GenAI Puzzle
Apr 18, 2024
The Repercussions of Rising Global Tensions
Apr 17, 2024
How Will the GenAI Revolution Be Powered?
Apr 16, 2024
A Sobering View on the Spirits Sector
Apr 16, 2024
Unpacking Correlation
Apr 12, 2024
US Energy: The Minerals and Materials at Risk
Apr 11, 2024
2024 US Elections: Inflation’s Possible Paths
Apr 10, 2024
What is Driving Big Moves in the Oil Market?
Apr 09, 2024
Looking Back for the Future
Apr 08, 2024
A ‘Hot’ Summer for Oil?
Apr 05, 2024
The Threat to Clean Energy in the US
Apr 04, 2024
The Growing Importance of Where Data Lives
Apr 03, 2024
U.S. Elections: Potential Implications for Businesses and Consumers
Apr 02, 2024
How Immigration’s Rise Could Boost Economic Growth
Apr 01, 2024
US Housing: Will Lower Fees Means Higher Sales?
Mar 28, 2024
Are Credit Scores Inflated?
Mar 27, 2024
Finding Late-Cycle Winners
Mar 26, 2024
The Evolution of Private Credit
Mar 25, 2024
Can ‘As Expected’ Still Give New Information?
Mar 22, 2024
European Financials: Why Confidence Has Returned
Mar 21, 2024
2024 US Elections: Global Investors' Key Questions
Mar 20, 2024
Asia Equities: A Quarter of Dispersion
Mar 19, 2024
Finding the Equity Sweet Spot
Mar 18, 2024
Rate Cut Uncertainty
Mar 15, 2024
Economics Roundtable: Updating our 2024 Outlook
Mar 14, 2024
Revving Up the Speed of E-Commerce Delivery
Mar 13, 2024
Where AI Is Advancing
Mar 12, 2024
AI, Scale and Privacy
Mar 11, 2024
M&A Rebound Ahead?
Mar 08, 2024
Why European Data Centers Are Set for Major Growth
Mar 07, 2024
Three Long-Term Trends by the Numbers
Mar 06, 2024
How US Consumers Will Spend 2024 Tax Refunds
Mar 05, 2024
Hedging in a Robust Equity Market
Mar 04, 2024
The Predictive Power of PMIs
Mar 01, 2024
Making Sense of Confusing Economic Data
Mar 01, 2024
Should Investors Care About a Government Shutdown?
Feb 28, 2024
Why Is the Price of Food Still Rising?
Feb 27, 2024
The Gap Between Corporate Haves and Have-Nots
Feb 26, 2024
Eyeing a Market of Many
Feb 23, 2024
Behind the Rapid Growth of the Private Credit Market
Feb 22, 2024
An Atlantic-Sized Divide in Monetary Policy
Feb 21, 2024
Accelerating the Shift from AI Enablers to AI Adopters
Feb 20, 2024
Commercial Real Estate's Uncertain Future
Feb 16, 2024
What the U.S. Election Could Mean for NATO
Feb 15, 2024
The Rising Risk of Global Trade Tensions for Asia
Feb 15, 2024
Ripple Effects of the Red Sea Disruptions
Feb 14, 2024
Three Reasons the U.S. Consumer Outlook Remains Strong
Feb 12, 2024
Rooting for a Positive Rate of Change
Feb 09, 2024
Trends in the 2024 Credit Landscape
Feb 08, 2024
Which Geopolitical Events Matter Most to Investors
Feb 07, 2024
What Japan Can Teach the World About Longevity
Feb 07, 2024
A Longer Wait for Rate Cuts?
Feb 05, 2024
Is the Housing Market Back?
Feb 02, 2024
How Longevity Is Influencing Consumer Spending
Feb 01, 2024
Is M&A Ready to Bounce Back?
Feb 01, 2024
Markets Are Ready for More Bonds
Jan 30, 2024
Opportunities in Corporate Credit for 2024
Jan 30, 2024
Why It’s Time to Be Bullish on European Equities
Jan 26, 2024
Will the U.S. Presidential Election Change Fed Policy?
Jan 25, 2024
What Matters Most to Markets in the U.S. Election
Jan 24, 2024
Taking the Long View
Jan 23, 2024
Chasing the End of the Economic Cycle
Jan 22, 2024
Special Encore: Andrew Sheets: Why 2024 Is Off to a Rocky Start
Jan 20, 2024
Mexico Nearshoring Keeps Going Strong
Jan 18, 2024
Three Investment Themes for 2024 and Beyond
Jan 17, 2024
The Growth Outlook for China’s Tech Sector
Jan 16, 2024
What’s Next for Money Market Funds?
Jan 12, 2024
The Path Ahead for Natural Gas and Shale
Jan 11, 2024
Will Global Oil Markets Surprise In 2024?
Jan 10, 2024
Are These Gen AI’s Next Big Winners?
Jan 09, 2024
Will Anti-Obesity Drugs Disrupt the MedTech Industry?
Jan 08, 2024
Andrew Sheets: Why 2024 Is Off to a Rocky Start
Jan 05, 2024
Can Japanese Equities Rally in 2024?
Jan 04, 2024
New Year, New Investment Themes?
Jan 03, 2024
2024 U.S. Autos Outlook: Should Investors Be Concerned?
Jan 02, 2024
End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2
Dec 29, 2023
End-of-Year Encore: Macro Economy: The 2024 Outlook
Dec 28, 2023
End-of-Year Encore: 2024 Asia Equities Outlook: India vs. China
Dec 27, 2023
End-of-Year Encore: An Early Guide to the 2024 U.S. Elections
Dec 26, 2023
Andrew Sheets: Credit Markets Take a Sunny View
Dec 22, 2023
Will Falling Rates Mean Lower Home Prices?
Dec 21, 2023
Michael Zezas: Why Geopolitics May Matter More in 2024
Dec 20, 2023
Will the Fed’s Pivot Favor Bonds Over Equities?
Dec 19, 2023
Mike Wilson: Does the U.S. Equity Rally Still Have Steam?
Dec 18, 2023
Economic Roundtable: What’s in Store for ’24?
Dec 16, 2023
Sustainability: Mixed Signals on Decarbonization After COP28
Dec 14, 2023
Michael Zezas: The U.S. Election, Clean Energy and Healthcare
Dec 13, 2023
2024 China Outlook: Can Growth Rebound?
Dec 12, 2023
Mike Wilson: Could Bond Market Consolidation Weigh on U.S. Equities?
Dec 11, 2023
David Adams: A Contrarian Call on the U.S. Dollar
Dec 08, 2023
2024 Asia Equities Outlook: India vs. China
Dec 07, 2023
An Early Guide to the 2024 U.S. Elections
Dec 06, 2023
2024 Asia Economics Outlook: Still Divergent?
Dec 05, 2023
Mike Wilson: Are Markets Following the Right Playbook?
Dec 04, 2023
Andrew Sheets: November’s Early Holiday Gift to Investors
Dec 01, 2023
Pamela Kaufman: Anti-Obesity Meds Could Bite Into Food Sales
Nov 30, 2023
Ravi Shanker: A New Golden Age of Travel Ahead?
Nov 29, 2023
How Education Companies Can Benefit from AI
Nov 28, 2023
Vishy Tirupattur: Debating the Outlook
Nov 27, 2023
Special Encore: Matt Cost: How AI Could Disrupt Gaming
Nov 24, 2023
Special Encore: US Economy: What Generative AI Means for the Labor Market
Nov 22, 2023
U.S. Consumer: Mixed Holiday Spending Expectations
Nov 21, 2023
Ed Stanley: The Cutting Edge of AI
Nov 20, 2023
Ellen Zentner: 2024 U.S. Economic Outlook
Nov 17, 2023
Serena Tang: The Return of the 60/40 Portfolio
Nov 16, 2023
Special: What Should I Do With My Money?
Nov 15, 2023
Macro Economy: The 2024 Outlook Part 2
Nov 15, 2023
Macro Economy: The 2024 Outlook
Nov 14, 2023
Andrew Sheets: Will the Bond Market Suffer from Tax-Loss Selling?
Nov 10, 2023
Ed Stanley: Weight Loss Drugs and the Global Economy
Nov 09, 2023
Michael Zezas: Are the Worst Bond Returns Behind Us?
Nov 08, 2023
Matt Cost: How AI Could Disrupt Gaming
Nov 07, 2023
Mike Wilson: Will the Equity Market Rally Last?
Nov 06, 2023
Andrew Sheets: Upgrades and Downgrades in Corporate Credit
Nov 03, 2023
US Economy: What Generative AI Means for the Labor Market
Nov 02, 2023
Michael Zezas: What the New U.S. Speaker Means for Markets
Nov 01, 2023
U.S. Housing: The Impact of High Mortgage Rates
Oct 31, 2023
Mike Wilson: 2023 Stock Market Comes Full Circle
Oct 30, 2023
Andrew Sheets: Optimism in Corporate Credit
Oct 27, 2023
Asia Equities: China’s Risk of a Debt Deflation Loop
Oct 26, 2023
Vishy Tirupattur: Implications of the Treasury Market Selloff
Oct 25, 2023
Matthew Hornbach: The Impact of Policy on Bond Markets
Oct 24, 2023
Mike Wilson: Are Earnings Expectations Too High?
Oct 23, 2023
Ellen Zentner: The Rise of the SHEconomy
Oct 20, 2023
Global Autos: Automotive’s Smartphone Moment
Oct 19, 2023
Michael Zezas: The Impact of Geopolitical Tension
Oct 18, 2023
Global Tech: Generative AI and Asset Management
Oct 17, 2023
Seth Carpenter: Are Higher Rates Permanent?
Oct 16, 2023
Vishy Tirupattur: Treasury Yields Move Higher
Oct 13, 2023
Chetan Ahya: What Would Trigger Rate Hikes in Asia?
Oct 12, 2023
Michael Zezas: Signals from the Speaker of the House Vacancy
Oct 11, 2023
Keith Weiss: How Generative AI Could Affect Jobs
Oct 10, 2023
Michelle Weaver: The Priorities of the U.S. Consumer
Oct 09, 2023
U.S Equities: Credit Continues to Outperform
Oct 06, 2023
Todd Castagno: Rising Growth in Convertibles Bonds
Oct 05, 2023
Vishy Tirupattur: Corporate Credit Divided by Quality
Oct 04, 2023
U.S. Consumer: Opportunity in Online Grocery
Oct 03, 2023
Mike Wilson: Has the U.S. Government Hit a Fiscal Wall?
Oct 02, 2023
U.S. Economy: What AI Means for People Doing Multiple Jobs
Sep 29, 2023
Jonathan Garner: Volatility in Asia and Emerging Markets
Sep 28, 2023
U.S. Policy: The Economic Impact of a Government Shutdown
Sep 27, 2023
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
Sep 26, 2023
Mike Wilson: A Shift in Stock Personalities
Sep 25, 2023
Andrew Sheets: The Rise of Corporate Bond Yields
Sep 22, 2023
US Economy: Stronger Growth in the U.S. Economy
Sep 21, 2023
Michael Zezas: China’s Evolving Economy
Sep 20, 2023
Kickstarting the U.S. Mining Industry
Sep 19, 2023
Seth Carpenter: The ECB, The Fed and Oil Prices
Sep 18, 2023
Thematic Research: How AI Can Transform Travel Booking
Sep 15, 2023
Martijn Rats: Why Energy Sector is Attractive Once Again
Sep 14, 2023
U.S Housing: The Impact of Raising Rates
Sep 13, 2023
Vishy Tirupattur: U.S. and China on Divergent Paths
Sep 12, 2023
Global Economy: Fall Outlook for Rates and the Economy
Sep 11, 2023
Andrew Sheets: A Murky Forecast for Equities and High-Yield Bonds
Sep 08, 2023
Stephen Byrd: Watch Out for El Niño
Sep 07, 2023
Michael Zezas: Congressional Return Raises Questions for Markets
Sep 06, 2023
Mike Wilson: Are Stocks Beginning to Question Economic Resiliency?
Sep 05, 2023
U.S. Consumer: How U.S. Consumers Are Shopping to Go Back to School
Sep 01, 2023
Daniel Blake: Japan’s Surge in GDP Growth
Aug 31, 2023
Energy: Are Europe’s Clean Energy Goals Realistic?
Aug 30, 2023
Seth Carpenter: The Global Implications of China’s Deflation
Aug 29, 2023
Vishy Tirupattur: Banking Regulations Could Reduce Available Credit
Aug 28, 2023
Andrew Sheets: Is the Fed Done Raising Rates?
Aug 25, 2023
Special: Access & Opportunity Podcast
Aug 24, 2023
Michael Zezas: What to Expect from Presidential Debates
Aug 23, 2023
Special Encore: Vishy Tirupattur: Corporate Credit Risks Remain
Aug 22, 2023
Special Encore: Global Autos: Are China’s Electric Vehicles Reshaping the Market?
Aug 21, 2023
Andrew Sheets: The Positive Side of Higher Rates
Aug 18, 2023
Chetan Ahya: Can China Avoid a Lost Decade?
Aug 17, 2023
Michael Zezas: The Risks of a U.S. Government Shutdown
Aug 16, 2023
Jonathan Garner: A Bullish Turn for India
Aug 15, 2023
Mike Wilson: Fiscal Policy Continues to Drive U.S. Economic and Market Performance
Aug 14, 2023
U.S. Equities: Valuations Still Matter
Aug 11, 2023
Pharmaceuticals: The Investment Opportunity in Obesity Treatment
Aug 10, 2023
Michael Zezas: The Impact of New Investment Limitations in China
Aug 09, 2023
Social Investing: The Future of Sustainability
Aug 08, 2023
U.S Housing: U.S Housing Market Remains Tight for Buyers
Aug 07, 2023
Andrew Sheets: Why Are Rates Up and Stocks Down?
Aug 04, 2023
Ron Kamdem: ‘Bifurcation’ in Global Office Real Estate Markets
Aug 03, 2023
Michael Zezas: How Will the U.S. Credit Downgrade Affect Markets?
Aug 03, 2023
Vishy Tirupattur: Corporate Credit Risks Remain
Aug 01, 2023
Mike Wilson: A New Cyclical Upturn?
Jul 31, 2023
Andrew Sheets: Unexpected Behavior in Markets
Jul 28, 2023
Global Autos: Are China’s Electric Vehicles Reshaping the Market?
Jul 27, 2023
Michael Zezas: Elections and Their Influence on Markets
Jul 26, 2023
Mike Wilson: Expanding Valuations in Equity Markets
Jul 25, 2023
Erik Woodring: India’s Smartphone Market Poised to Take Off
Jul 24, 2023
Japan: A New Era for Japanese Equities
Jul 21, 2023
Japan: Finding Opportunity Across Sectors
Jul 20, 2023
Chetan Ahya: A Bullish Outlook on Japan
Jul 19, 2023
Sarah Wolfe: Student Loan Restart Draws Nearer
Jul 18, 2023
Mike Wilson: Disinflation and Equities
Jul 17, 2023
Vishy Tirupattur: Are Bonds Primed for a Comeback?
Jul 14, 2023
Ravi Shanker: Decarbonizing Aviation
Jul 13, 2023
Michael Zezas: Looking to the Treasury Market
Jul 12, 2023
Shawn Kim: The Double-Edged Sword of AI Technologies
Jul 11, 2023
Mike Wilson: All Eyes on Earnings
Jul 10, 2023
James Lord: The Dollar’s Resiliency
Jul 07, 2023
Terence Flynn: AI Opportunities in Healthcare
Jul 06, 2023
Michael Zezas: Investing in New Geographies
Jul 05, 2023
Special Encore: Asia’s Economy Outlook - Recovery Picking Up Steam
Jul 03, 2023
Special Encore: Mid-Year U.S. Consumer Outlook - Spending, Savings and Travel
Jun 30, 2023
U.S Housing: The Market Is Not a Monolith
Jun 29, 2023
Corporate Credit Outlook: Higher Interest Rates Challenge Lower-Quality Borrowers
Jun 28, 2023
Ed Stanley: Key Lessons as AI Goes Mainstream
Jun 27, 2023
Emerging Markets: Climate Finance and Credit
Jun 26, 2023
Mid-Year U.S. Dollar Outlook: An Important Driver for Returns
Jun 23, 2023
Mid-Year U.S. Economic Outlook: Will the Fed Continue to Hike?
Jun 22, 2023
Mid-Year Global Oil Outlook: Neutral or Constructive?
Jun 21, 2023
Mid-Year Macro Markets Outlook: Slow Growth and Sticky Inflation
Jun 21, 2023
Fixed Income: A Sweet Spot for Munis
Jun 16, 2023
Asia’s Economy Outlook: Recovery Picking Up Steam
Jun 15, 2023
Andrew Sheets: Will Markets Stay Resilient?
Jun 14, 2023
European Equities Outlook: Short-Term Pain, Long-Term Gain
Jun 13, 2023
Mike Wilson: A Historically Concentrated Market
Jun 12, 2023
Mid-Year Strategy Outlook: Risk/Reward in Currency and Commodities
Jun 09, 2023
Mid-Year Economic Outlook: A Dichotomy Worth Watching
Jun 08, 2023
Michael Zezas: After the Debt Ceiling, What’s Next?
Jun 07, 2023
Mid-Year U.S. Consumer Outlook: Spending, Savings and Travel
Jun 06, 2023
Mike Wilson: Earnings Cycle Still Running Short and Hot
Jun 05, 2023
Special Encore: Erik Woodring: Are PCs on the Rebound?
Jun 02, 2023
Adam Jonas: The Inconvenient Truths About EV Batteries
Jun 01, 2023
Michael Zezas: A Step Forward in the Debt-Ceiling Debate
May 31, 2023
Seth Carpenter: Government Bonds and the Debt Ceiling
May 30, 2023
Andrew Sheets: Unresolved Questions Create Market Uncertainty
May 26, 2023
Jonathan Garner: Japan’s Equities Continue to Rally
May 25, 2023
Michael Zezas: The G7 Meeting and its Impact on Markets
May 24, 2023
U.S Housing: Is there Still Strength in the Housing Market?
May 23, 2023
Mike Wilson: Beware a False Market Breakout
May 22, 2023
Ellen Zentner: Is a Soft Landing for the U.S. Still Possible?
May 19, 2023
Andrew Sheets: Is Market Volatility on the Decline?
May 18, 2023
Vishy Tirupattur: The Outlook for Lending
May 17, 2023
Mike Wilson: Investors Face Uncertainty in Stock Performance
May 16, 2023
Special Encore: Mark Purcell: The Evolution of Cancer Medicines
May 15, 2023
Sustainability: Tech Transformation in the Education Market
May 12, 2023
Erik Woodring: Are PCs on the Rebound?
May 11, 2023
Michael Zezas: Debt Ceiling Uncertainty and Financial Markets
May 10, 2023
Martijn Rats: A Change in the Global Oil Market
May 09, 2023
Mike Wilson: Earnings, The Fed and Consumer Spending
May 08, 2023
Andrew Sheets: The Prospect of a Pause in Rate Hikes
May 05, 2023
Graham Secker: Will European Equity Resilience Continue?
May 04, 2023
Michael Zezas: Congress Contends with the Debt Ceiling
May 03, 2023
Global Economy: Global Challenges Drive Productivity Investment
May 02, 2023
Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation
May 01, 2023
Ed Stanley: The Risky Path to a Multipolar World
Apr 28, 2023
Matthew Hornbach: The Return of Government Bonds
Apr 27, 2023
Michael Zezas: The Great Productivity Race
Apr 26, 2023
Andrew Sheets: The U.S. Dollar and Cross-Asset Portfolios
Apr 25, 2023
Sustainability: Decarbonization in the Steel Industry
Apr 24, 2023
Andrew Sheets: What is Behind Equity Market Strength?
Apr 21, 2023
Mark Purcell: The Evolution of Cancer Medicines
Apr 20, 2023
Michael Zezas: The Costs of a Multipolar World
Apr 19, 2023
Vishy Tirupattur: Tumult in the Banking Sector
Apr 18, 2023
Mike Wilson: Credit Crunch in the U.S Equity Markets
Apr 17, 2023
Sustainability: The Risks and Benefits of A.I
Apr 14, 2023
Jonathan Garner: Asia Equities Rally Once More
Apr 13, 2023
Chetan Ahya: Global Impacts on Asia's Growth
Apr 12, 2023
U.S Housing: The Future of Mortgage Markets
Apr 11, 2023
Diego Anzoategui: Goods, Services and the Shape of China’s Reopening
Apr 10, 2023
Ellen Zentner: The Lagging Effects of Loan Growth
Apr 06, 2023
Michael Zezas: What the ‘X-Date’ Means for Investors
Apr 05, 2023
Seth Carpenter: China’s Impact on Global Growth
Apr 04, 2023
Mike Wilson: Not All Bank Reserves Are Created Equal
Apr 03, 2023
Andrew Sheets: Be Careful What You Wish For
Mar 31, 2023
Vishy Tirupattur: A Challenging Road for Commercial Real Estate
Mar 30, 2023
Lauren Schenk: Analyzing the Online Dating Market
Mar 29, 2023
Introducing: What Should I Do With My Money?
Mar 29, 2023
Graham Secker: A Moment of Calm for European Equities
Mar 28, 2023
Mike Wilson: Is Banking Stress the Last Straw for the Bear Market?
Mar 27, 2023
Global Economy: Central Bank Policy in a Time of Volatility
Mar 25, 2023
Special Encore: U.S. Pharmaceuticals - The Future of Genetic Medicine
Mar 23, 2023
Global Thematics: Emerging Markets Face Rising Debt Levels
Mar 22, 2023
Vishy Tirupattur: The Coming Challenges for Bank Credit
Mar 21, 2023
Mike Wilson: The Risk of a Credit Crunch
Mar 20, 2023
Sustainability: Energy-Efficient Buildings in Europe
Mar 17, 2023
Michael Zezas: A New Dynamic for U.S. Banking
Mar 16, 2023
Cryptocurrency: The Issue of Regulation
Mar 15, 2023
Martijn Rats: Differing Prospects for Oil & Gas
Mar 14, 2023
Mike Wilson: What Bank Wind-Downs Mean for Equities
Mar 13, 2023
U.S. Tech: The Future of Artificial Intelligence
Mar 10, 2023
Andrew Sheets: A Test for U.S. Growth
Mar 09, 2023
Chetan Ahya: Is Asia’s Growth Bouncing Back?
Mar 08, 2023
Special Encore: Andrew Sheets - The Impact of High Short-Term Yields
Mar 07, 2023
Mike Wilson: A Strong Rebound for Markets
Mar 06, 2023
U.S. Economy: The Next American Productivity Renaissance, Pt. 2
Mar 03, 2023
U.S. Economy: The Next American Productivity Renaissance, Pt. 1
Mar 02, 2023
Michael Zezas: The Global Impact of the Inflation Reduction Act
Mar 01, 2023
Sarah Wolfe: The Fed Versus Economic Resilience
Feb 28, 2023
Mike Wilson: Is the Worst of this Earnings Cycle Still Ahead?
Feb 27, 2023
Andrew Sheets: The Impact of High Short-Term Yields
Feb 24, 2023
Sustainability: Carbon Offsets and the Issue of Greenwashing
Feb 24, 2023
U.S. Housing: Is Activity About to Pick Up?
Feb 22, 2023
Graham Secker: Are European Equities Still Providing Safety?
Feb 21, 2023
Andrew Sheets: Falling Expectations for Global Equities
Feb 17, 2023
Daniel Blake: The End of an Era for Japan
Feb 16, 2023
Michael Zezas: Understanding the Impact of Elections
Feb 15, 2023
U.S. Consumer: What’s Coming for Spending in 2023?
Feb 14, 2023
Seth Carpenter: Can Inflation Continue To Come Down?
Feb 13, 2023
Andrew Sheets: The Complexities of Market Risk
Feb 10, 2023
Vishy Tirupattur: A Change in Fed Policy Expectations
Feb 09, 2023
Michael Zezas: The State of U.S. Policy
Feb 08, 2023
Latin America Economy: The Possibility of Opportunity in 2023
Feb 07, 2023
U.S. Pharmaceuticals: The Future of Genetic Medicine
Feb 06, 2023
Andrew Sheets: Where Could Market Strength Persist?
Feb 03, 2023
Jonathan Garner: Tracking Asia and EM Outperformance
Feb 02, 2023
Michael Zezas: U.S. Policy and Investment Restrictions on China
Feb 01, 2023
Matt Hornbach: A Narrative of Declining Inflation
Jan 31, 2023
Mike Wilson: Fighting the Fear of Missing Out
Jan 30, 2023
Andrew Sheets: The Choice Between Equities and Cash
Jan 27, 2023
Graham Secker: An Upturn for European Equities
Jan 26, 2023
U.S. Economy: Renegotiating the Debt Ceiling
Jan 25, 2023
U.S. Retail: A Tale of Two Halves
Jan 24, 2023
Mike Wilson: A Shift in Recession Views
Jan 23, 2023
Andrew Sheets: What is an Optimal Asset Allocation?
Jan 20, 2023
U.S. Housing: Will Activity Continue to Slow?
Jan 19, 2023
Michael Zezas: The Year of the Long-Term Investor
Jan 18, 2023
Ed Stanley: Key Themes for 2023
Jan 17, 2023
Andrew Sheets: Will Emerging Market Outperformance Hold?
Jan 13, 2023
Michael Zezas: Bringing Semiconductors to North America
Jan 12, 2023
Quantitative Strategies: A 2023 Return?
Jan 11, 2023
Mike Wilson: Challenging the Consensus on 2023
Jan 10, 2023
Martijn Rats: The 2023 Global Oil Outlook
Jan 09, 2023
Andrew Sheets: Lessons from Last Year
Jan 06, 2023
Chetan Ahya: Has Inflation in Asia Peaked?
Jan 05, 2023
Michael Zezas: Gridlock in the House of Representatives
Jan 04, 2023
Terence Flynn: The Next Blockbuster for Pharma?
Jan 03, 2023
End-of-Year Encore: 2023 Global Macro Outlook - A Different Kind of Year
Dec 30, 2022
End-of-Year Encore: Global Thematics - What’s Behind India’s Growth Story?
Dec 29, 2022
End-of-Year Encore: Ellen Zentner - Is the U.S. Headed for a Soft Landing?
Dec 28, 2022
End-of-Year Encore: U.S. Outlook - What Are The Key Debates for 2023?
Dec 27, 2022
End-of-Year Encore: U.S. Housing - How Far Will the Market Fall?
Dec 23, 2022
Andrew Sheets: Which Economic Indicators are the Most Useful?
Dec 22, 2022
Michael Zezas: Legislation to Watch in 2023
Dec 21, 2022
Global Thematics: A Breakthrough in Nuclear Fusion
Dec 20, 2022
Mike Wilson: Have Markets Fully Priced an Earnings Decline?
Dec 19, 2022
Andrew Sheets: What Will the End of Rate Hikes Mean?
Dec 16, 2022
Sarah Wolfe: Are Consumers Going to Pull Back on Spending?
Dec 15, 2022
Global Thematics: Earthshots Take on Climate Change
Dec 14, 2022
Ravi Shanker: A Bullish Outlook for Airlines
Dec 13, 2022
2023 Emerging Markets Outlook: Brighter Days Ahead
Dec 12, 2022
Andrew Sheets: A More Promising Start to 2023
Dec 09, 2022
2023 Chinese Economic Outlook: The Path Towards Reopening
Dec 08, 2022
Global Thematics: What’s Behind India’s Growth Story?
Dec 07, 2022
Matt Hornbach: Key Currency Trends for 2023
Dec 06, 2022
Mike Wilson: Why Did Treasury Bonds Rally?
Dec 05, 2022
Ellen Zentner: Is the U.S. Headed for a Soft Landing?
Dec 02, 2022
Jonathan Garner: A Bullish Turn on Asia and Emerging Markets
Dec 01, 2022
Michael Zezas: What Will China’s Reopening Mean for the U.S.?
Nov 30, 2022
Stephen Byrd: A New Approach to ESG
Nov 29, 2022
2023 European Outlook: Recession & Beyond
Nov 28, 2022
Michelle Weaver: A Very Different Holiday Shopping Season
Nov 25, 2022
Michael Zezas: Mixed News from the U.S./China Meeting
Nov 23, 2022
U.S. Outlook: What Are The Key Debates for 2023?
Nov 22, 2022
Mike Wilson: When Will Market Volatility Subside?
Nov 21, 2022
Robin Xing: China’s 20th Party Congress Commits to Growth
Nov 18, 2022
U.S. Housing: How Far Will the Market Fall?
Nov 17, 2022
2023 Global Strategy Outlook: Big Shifts in Dynamics
Nov 17, 2022
2023 Global Macro Outlook: A Different Kind of Year
Nov 16, 2022
Mike Wilson: Dealing With the Late Cycle Stage
Nov 14, 2022
Global Tech: What’s Next for EdTech?
Nov 11, 2022
Michael Zezas: The Midterm Elections’ Market Impact
Nov 10, 2022
Stephan Kessler: What Does the Future Hold for ESG Investing?
Nov 09, 2022
U.S. Media: Will Streaming Overtake Traditional Cable?
Nov 08, 2022
Mike Wilson: Is the U.S. Equity Rally Over?
Nov 07, 2022
Andrew Sheets: A Swing Towards Bonds?
Nov 04, 2022
Labor: Are People Returning to Work?
Nov 03, 2022
Michael Zezas: Preparing for an Uncertain Election
Nov 02, 2022
Private Markets: Uncertainty in the Golden Age
Nov 01, 2022
Mike Wilson: Has the Fed Gone Far Enough?
Oct 31, 2022
U.K. Economy: Volatility's Impact Across Markets
Oct 28, 2022
U.K. Economy: All Eyes on the U.K.
Oct 27, 2022
Seth Carpenter: The Next Steps for the Bank of England
Oct 26, 2022
Michael Zezas: Policy Pressure from the U.S. to China
Oct 25, 2022
Mike Wilson: What is Causing the Market Rally?
Oct 24, 2022
Andrew Sheets: The U.K.’s Struggle to Bring Down Inflation
Oct 21, 2022
Graham Secker: Do European Earnings Have Further to Fall?
Oct 20, 2022
ESG: How will Evolving Regulations Affect Investment?
Oct 19, 2022
Matthew Hornbach: Why U.S. Public Debt Matters
Oct 18, 2022
Mike Wilson: Will Bond Markets Follow the Fed?
Oct 17, 2022
Andrew Sheets: Overseas, Currency Matters
Oct 14, 2022
ESG: A New Framework for Utilities
Oct 13, 2022
U.S. Economy: Is Inventory Outpacing Sales?
Oct 12, 2022
Seth Carpenter: The Political Economy
Oct 11, 2022
Mike Wilson: Earnings Begin to Guide Lower
Oct 10, 2022
Chetan Ahya: When Will China’s Economy Reopen?
Oct 07, 2022
U.S. Housing: Are Home Prices Decelerating?
Oct 06, 2022
Michael Zezas: Shifting Global Supply Chains
Oct 05, 2022
Vishy Tirupattur: Can Corporate Credit Provide Shelter?
Oct 04, 2022
Mike Wilson: The Problem with the U.S. Dollar
Oct 03, 2022
Global Macro: Intervention & Inflation
Sep 30, 2022
Jonathan Garner: An Unusual Cycle for Asia and EM Equities
Sep 29, 2022
Ellen Zentner: The Narrowing Path for a Soft Landing
Sep 28, 2022
Martijn Rats: Will Oil Prices Continue to Fall?
Sep 27, 2022
Mike Wilson: A Sudden Drop for Stocks and Bonds
Sep 26, 2022
U.S. Economy: The Fed Continues to Fight Inflation
Sep 23, 2022
Thematic Investing: Moonshots
Sep 22, 2022
Michael Zezas: Why Isn’t Fed Hiking Impacting Inflation?
Sep 21, 2022
Robin Xing: Can China’s Economy Stabilize Global Growth?
Sep 20, 2022
Seth Carpenter: Tracking the Coming Slowdown
Sep 19, 2022
Andrew Sheets: The Case for Credit
Sep 16, 2022
U.S. Public Policy: The Impact of Student Loan Forgiveness
Sep 15, 2022
Michael Zezas: Why the Midterm Elections Matter
Sep 14, 2022
Daniel Blake: The Resilience of Japanese Equities
Sep 13, 2022
Graham Secker: European Equities Face Earnings Concerns
Sep 12, 2022
Andrew Sheets: The Complex U.K. Economy
Sep 09, 2022
Matthew Hornbach: How Markets Price in Quantitative Tightening
Sep 08, 2022
U.S. Housing: Will Housing Prices Continue to Rise?
Sep 07, 2022
Mike Wilson: Preparing for an Icy Winter
Sep 06, 2022
Andrew Sheets: The State of Play in Markets Globally
Sep 02, 2022
Chetan Ahya: Why are Asia’s Exports Deflating?
Sep 01, 2022
Serena Tang: Global Cross-Asset Risk Premiums
Aug 31, 2022
Seth Carpenter: Is a Global Recession Upon Us?
Aug 30, 2022
Mike Wilson: The Increasing Risks to Earnings
Aug 29, 2022
Andrew Sheets: Is Cash an Efficient Asset Allocation?
Aug 26, 2022
Martijn Rats: Rising Gas Prices and Shifting Oil Demand
Aug 25, 2022
Jonathan Garner: What's Next for Asia and Emerging Markets?
Aug 24, 2022
U.S. Public Policy: The Inflation Reduction Act and Clean Energy
Aug 23, 2022
Mike Wilson: Will the Bear Market Rebound Last?
Aug 22, 2022
Simon Waever: Is an EM Debt Crisis Coming?
Aug 19, 2022
U.S. Public Policy: Tax Provisions in the Inflation Reduction Act
Aug 18, 2022
Allocation, Pt. 2: The Value in Diversification
Aug 17, 2022
Allocation, Pt. 1: Stock & Bond Correlation Shifts
Aug 16, 2022
Ellen Zentner: Cooling Inflation and Shifting Labor Trends
Aug 15, 2022
Consumer Spending: Have Consumers Begun to Trade Down?
Aug 12, 2022
Sheena Shah: When will Crypto Prices Find a Bottom?
Aug 11, 2022
U.S. Public Policy: Will the Inflation Reduction Act Actually Reduce Inflation?
Aug 10, 2022
U.S. Housing: Will New Lending Standards Slow Housing Activity?
Aug 09, 2022
Josh Pokrzywinski: Deflationary Opportunities
Aug 08, 2022
Andrew Sheets: What Can We Learn from Market Prices?
Aug 06, 2022
Michael Zezas: The U.S. and China, a History of Competition
Aug 04, 2022
Matthew Hornbach: The Fed Pivot That Wasn’t Quite As It Seemed
Aug 03, 2022
Pharmaceuticals: The Global Obesity Challenge
Aug 03, 2022
Mike Wilson: Are Recession Risks Priced in?
Aug 01, 2022
Andrew Sheets: Is 60:40 Diversification Broken?
Jul 29, 2022
Andrew Sheets: Big Moves From The Fed
Jul 28, 2022
Michael Zezas: Midterms Remain a Market Factor
Jul 27, 2022
Jorge Kuri: Buy Now, Pay Later in Latin America
Jul 26, 2022
Mike Wilson: Is this the End of the Bear Market?
Jul 25, 2022
Europe: Why is the ECB Increasing their Rate Hikes?
Jul 22, 2022
Special Encore: Michelle Weaver - Checking On The Consumer
Jul 21, 2022
Special Episode: The Next Phase of ESG
Jul 20, 2022
Michelle Weaver: Beneficiaries of China’s Reopening
Jul 19, 2022
Mike Wilson: Preparing for Potential Recession
Jul 18, 2022
Andrew Sheets: When Will High Inflation End?
Jul 15, 2022
Special Encore: Global Equities - Are Value Stocks on the Rise?
Jul 14, 2022
Michael Zezas: Renewed Motivation In Congress
Jul 13, 2022
Graham Secker: Will European Earnings Continue to Fall?
Jul 12, 2022
Mike Wilson: U.S. Dollar Strength vs. Earnings Growth
Jul 11, 2022
Lauren Schenk: Consumer Spending and Online Dating
Jul 08, 2022
Michelle Weaver: Checking On The Consumer
Jul 07, 2022
Michael Zezas: The Impact of Tariff Relief
Jul 06, 2022
Special Encore: U.S. Housing - Breaking Records not Bubbles
Jul 05, 2022
Global Equities: Are Value Stocks on the Rise?
Jul 01, 2022
Jonathan Garner: Why Japan Should Have Investors’ Attention
Jun 30, 2022
Michael Zezas: Next Steps for the U.S. and China
Jun 29, 2022
U.S. Fixed Income: When will the Treasury Market Rally?
Jun 28, 2022
Mike Wilson: The Confounding Bear Market
Jun 27, 2022
Special Encore: Andrew Sheets - How Useful is Investor Sentiment?
Jun 24, 2022
Seth Carpenter: A Stark Choice for the European Central Bank
Jun 23, 2022
Michael Zezas: Evaluating Anti-Inflation Measures
Jun 22, 2022
Mike Wilson: The Increasing Risk of Recession
Jun 21, 2022
Andrew Sheets: Balance Sheets Take a Back Seat
Jun 17, 2022
U.S. Housing: Breaking Records not Bubbles
Jun 16, 2022
Michael Zezas: Can the Muni Market Provide Shelter?
Jun 15, 2022
Graham Secker: The High Cost of Capital
Jun 14, 2022
Mike Wilson: The Decline in Consumer Sentiment
Jun 13, 2022
Robert Rosener: The Continued Rise in Inflation
Jun 10, 2022
Andrew Sheets: How Useful is Investor Sentiment?
Jun 09, 2022
Seth Carpenter: Spiking Food Prices and the Global Economy
Jun 08, 2022
U.S. Politics: How the Midterms Could Affect Your Tax Rates
Jun 07, 2022
Mike Wilson: Will Earnings Growth Reaccelerate?
Jun 06, 2022
Special Encore: Mid-Year Economic Outlook - Slowing or Stopping?
Jun 03, 2022
Andrew Sheets: Are Central Banks Making a Mistake?
Jun 02, 2022
U.S. Politics: Market Implications of the Midterm Election
Jun 01, 2022
Jonathan Garner: Keeping it Simple in Turbulent Times
May 31, 2022
Andrew Sheets: The Changing Story of Inflation
May 27, 2022
Matthew Hornbach: Will Treasury Yields Move Higher?
May 26, 2022
Asia: Supply Chain Woes, and Opportunities
May 25, 2022
Sheena Shah: What is Causing the Crypto Downturn?
May 24, 2022
Mike Wilson: 2022 Mid-Year Takeaways
May 23, 2022
Andrew Sheets: Finding Order in Market Chaos
May 20, 2022
Mid-Year Outlook: European Energy & Growth Challenges
May 20, 2022
Global Politics: The Opportunity for Mexico
May 18, 2022
Mid-Year Economic Outlook: Slowing or Stopping?
May 18, 2022
Graham Secker: The Mid-Year Outlook for European Markets
May 16, 2022
Todd Castagno: Should Shareholders Care About Stock-Based Compensation?
May 13, 2022
Andrew Ruben: Can eCommerce Sustain its Uptrend?
May 12, 2022
Special Encore: Transportation - Untangling the Supply Chain
May 11, 2022
Michael Zezas: Supply Chains and the Course for Inflation
May 10, 2022
Energy: European Power Prices Continue to Climb
May 09, 2022
Andrew Sheets: Are Oil and Stock Prices Now Disconnected?
May 06, 2022
Labor: The Rise of the Multi-Earner Economy
May 06, 2022
Andrew Sheets: Having Rules to Follow Helps In Uncertain Times
May 04, 2022
Michael Zezas: What's Next for U.S./China Trade?
May 03, 2022
Credit: The ‘Income’ is Back in Fixed Income
May 03, 2022
Retail Investing, Pt. 2: ESG and Fixed Income
Apr 29, 2022
Retail Investing, Pt. 1: International Exposure
Apr 28, 2022
Michael Zezas: Legislation that Matters to Markets
Apr 27, 2022
Transportation: Untangling the Supply Chain
Apr 26, 2022
Mike Wilson: U.S. Stocks and the Oncoming Slowdown
Apr 25, 2022
Jonathan Garner: Looking for Alternatives to Emerging Markets
Apr 22, 2022
Andrew Sheets: Can Bonds Once Again Play Defense?
Apr 21, 2022
Graham Secker: A Cautious View on European Stocks
Apr 20, 2022
Robert Rosener: How U.S. Businesses See the Road Ahead
Apr 20, 2022
Mike Wilson: Inflation Drags on Forward Earnings
Apr 19, 2022
U.S. Economy: When to Worry About the Yield Curve
Apr 15, 2022
Michael Zezas: An Optimistic Look at Bonds
Apr 13, 2022
U.S. Housing: Supply, Demand, and the Yield Curve
Apr 12, 2022
Special Encore: Sheena Shah - Is Cryptocurrency Becoming Currency?
Apr 12, 2022
Andrew Sheets: A New Outlook on U.S. Bonds
Apr 08, 2022
Europe: Geopolitics and the ECB
Apr 07, 2022
Michael Zezas: Will Gas Prices Come Down?
Apr 06, 2022
Special Encore: The Fed - Learning From the Last Hiking Cycle
Apr 05, 2022
Mike Wilson: Revisiting the 2022 Outlook
Apr 04, 2022
Andrew Sheets: Markets Look to the Yield Curve
Apr 01, 2022
Sheena Shah: Is Cryptocurrency Becoming Currency?
Mar 31, 2022
The Fed: Learning From the Last Hiking Cycle
Mar 30, 2022
Energy: Oil, Gas and the Clean Energy Transition
Mar 29, 2022
Mike Wilson: Why Are Equity Risk Premiums So Low?
Mar 28, 2022
U.S. Economy: Tracking Rate Hike Implications
Mar 25, 2022
Matthew Hornbach: Easing Yield Curve Concerns
Mar 24, 2022
Michael Zezas: A Framework for ESG Growth in U.S.
Mar 23, 2022
Andrew Sheets: The Housing Inflation Puzzle
Mar 22, 2022
Mike Wilson: Late Cycle Signals
Mar 21, 2022
Andrew Sheets: The Fed has More Work to Do
Mar 18, 2022
James Lord: Will the U.S. Dollar Still Prevail?
Mar 17, 2022
Michael Zezas: A False Choice for Energy Policy
Mar 16, 2022
Jonathan Garner: Commodities, Geopolitical Risk and Asia & EM Equities
Mar 15, 2022
Mike Wilson: Will Slowing Growth Alter the Fed’s Path?
Mar 14, 2022
Special Episode: Sanctions, Bonds and Currency Markets
Mar 11, 2022
Special Episode: Inflation, Energy and the U.S Consumer
Mar 10, 2022
Michael Zezas: The Macro Impacts of Oil Prices
Mar 09, 2022
Graham Secker: Stagflation Pressure Meets Pricing Power
Mar 08, 2022
Mike Wilson: A More Bearish View for 2022
Mar 07, 2022
Andrew Sheets: A Different Story for Global Markets
Mar 04, 2022
Special Episode: How Fed Policy Impacts Housing
Mar 03, 2022
Michael Zezas: Key Questions Amidst Geopolitical Tensions
Mar 03, 2022
Martijn Rats: Uncertainty for Oil and Gas
Mar 02, 2022
Vishy Tirupattur: Corporate Credit Faces New Challenges
Feb 28, 2022
Andrew Sheets: Geopolitics, Inflation and Central Banks
Feb 26, 2022
Special Episode: Changing Tides - Water Scarcity
Feb 25, 2022
Mike Wilson: The Prospect of a Continued Correction
Feb 24, 2022
Special Episode, Pt. 2: Inflation Around the World
Feb 23, 2022
Special Episode, Pt. 1: Two Kinds of Inflation
Feb 18, 2022
Special Episode: All Eyes on Ukraine
Feb 17, 2022
Special Encore: Consider the Muni Market
Feb 16, 2022
Mike Wilson: Unpacking the Latest CPI
Feb 15, 2022
Jonathan Garner: Welcome to the Year of the Tiger
Feb 14, 2022
Andrew Sheets: Where is Inflation Headed?
Feb 11, 2022
Special Encore: Tax-Efficient Strategies
Feb 10, 2022
Michael Zezas: Fiscal Policy Takes a Back Seat
Feb 09, 2022
Graham Secker: Feeling Positive About UK Equities
Feb 08, 2022
Mike Wilson: Six More Weeks of Slow Growth
Feb 07, 2022
Special Episode: The Improving Case for Commodities
Feb 05, 2022
Matt Hornbach: What Moves Real Yields?
Feb 03, 2022
Michael Zezas: Consider the Muni Market
Feb 02, 2022
Reza Moghadam: Is The ECB Behind The Curve?
Feb 02, 2022
Andrew Sheets: Systematic vs. Subjective Investing
Jan 31, 2022
Special Episode: New Challenges for The US Consumer
Jan 28, 2022
Matt Hornbach: Getting Real on Yields for TIPS
Jan 27, 2022
Michael Zezas: U.S. & China - Unfinished Business
Jan 27, 2022
Special Episode: Tax-Efficient Strategies
Jan 26, 2022
Mike Wilson: Fixation on the Fed
Jan 24, 2022
Andrew Sheets: Protecting Against Inflation
Jan 21, 2022
2022 US Housing Outlook: Strong Foundations but Reduced Affordability
Jan 20, 2022
2022 Global Currency Outlook: The Trick is in The Timing
Jan 19, 2022
Mike Wilson: Pricing a More Hawkish Fed
Jan 18, 2022
Andrew Sheets: Adjusting to a New Fed Tone
Jan 14, 2022
Michael Zezas: The Fed’s Tough Job Ahead
Jan 13, 2022
Special Episode, Pt. 2: Long-Term Supply Chain Restructuring
Jan 13, 2022
Special Episode, Pt. 1: Near-Term Supply Chain Restructuring
Jan 12, 2022
Mike Wilson: Will 2022 be a 2013 ‘Taper Tantrum’ Redux?
Jan 10, 2022
Andrew Sheets: New Wrinkles for the 2022 Story
Jan 07, 2022
Graham Secker: Will Europe Be Derailed By Omicron?
Jan 06, 2022
Michael Zezas: Why are Markets Unfazed by Omicron?
Jan 05, 2022
Jonathan Garner: Omicron Impacts Across Asia
Jan 04, 2022
Michael Wilson: New Year, New Opportunities
Jan 03, 2022
End-of-Year Encore: Space Investing
Dec 30, 2021
End-of-Year Encore: Retail Investing
Dec 29, 2021
End-of-Year Encore: Thematic Investing
Dec 28, 2021
End-of-Year Encore: Factor Investing
Dec 27, 2021
Michael Zezas: A More Flexible Fed
Dec 22, 2021
Chetan Ahya: China’s 2022 Policy Shifts
Dec 21, 2021
Mike Wilson: Fire & Ice Continues Into Year-end
Dec 21, 2021
Welcome to Thoughts on the Market
Dec 20, 2021
Andrew Sheets: Challenges to the 2022 Story Emerge
Dec 17, 2021
Matthew Harrison: COVID-19 - Omicron Updates
Dec 16, 2021
Michael Zezas: Supply Chain Woes Also Create Opportunities
Dec 15, 2021
Sheena Shah: The Financialization of Cryptocurrency
Dec 14, 2021
2022 U.S. Equities Outlook: Still Favoring the Base Case
Dec 13, 2021
2022 Rates & Currency Outlook: What’s Changed?
Dec 10, 2021
2022 US Economic Outlook: Gauging Inflation, Labor & The Fed
Dec 10, 2021
Michael Zezas: Congress Eyes Tech Regulation in 2022
Dec 09, 2021
Special Episode: Early Vaccine Data on Omicron
Dec 08, 2021
2022 European Equities Outlook: Volatility Inbound
Dec 08, 2021
Mike Wilson: Why Have Stocks Been So Weak?
Dec 06, 2021
Andrew Sheets: For the Fed, Are Tapering and Raising Rates the Same Thing?
Dec 03, 2021
2022 Asia Equities Outlook: Key Debates
Dec 02, 2021
Michael Zezas: New Restrictions in Light of Omicron?
Dec 01, 2021
Special Episode: COVID-19 - Omicron Variant Causes Concern
Dec 01, 2021
Mike Wilson: Markets React to Omicron
Nov 29, 2021
Michael Zezas: A Step Forward for Build Back Better
Nov 24, 2021
Andrew Sheets: Twists and Turns In 2022
Nov 23, 2021
Mike Wilson: 2022 Equity Outlook Feedback and Debates
Nov 22, 2021
2022 Global Economic Outlook, Pt. 2: Debates and Uncertainties
Nov 19, 2021
2022 Global Economic Outlook, Pt. 1: Optimism in the New Year
Nov 18, 2021
Michael Zezas: A New Normal for U.S./China Relations
Nov 17, 2021
Special Episode: The Low-Income Real Estate Story
Nov 17, 2021
Mike Wilson: In 2022, Stock Picking May Lead
Nov 15, 2021
Andrew Sheets: Bond Markets Get Jumpy
Nov 12, 2021
Matt Hornbach: What the Fed Wants, the Fed Gets
Nov 11, 2021
Michael Zezas: The Infrastructure Supercycle is Here
Nov 11, 2021
Graham Secker: A Curious Case of Price Movements
Nov 09, 2021
Mike Wilson: Inflation Causes Mixed Signals
Nov 08, 2021
Jonathan Garner: Equity Markets Respond to Global Shifts
Nov 05, 2021
Andrew Sheets: A Taper Without a Tantrum?
Nov 04, 2021
Matt Hornbach: What to Watch for When Markets Get Meta
Nov 04, 2021
Michael Zezas: Short-Term vs. Long-Term Deficit
Nov 02, 2021
Special Encore: Clear Skies, Volatile Markets
Nov 01, 2021
Vishy Tirupattur: Corporate Credit - Calm Amidst the Storm
Oct 29, 2021
Andrew Sheets: What Will Markets Return in the Long Run?
Oct 28, 2021
Special Episode: Autonomous Trucking Speeds Ahead
Oct 28, 2021
Special Episode: Clean Tech Thrives Under Most Budget Outcomes
Oct 26, 2021
Mike Wilson: An Icy Winter for Investors?
Oct 25, 2021
Andrew Sheets: Why Lower Oil Futures Matter for the Shape of the Market
Oct 22, 2021
Special Episode: The Promise of Green Hydrogen
Oct 22, 2021
Michael Zezas: Infrastructure SuperCycle on the Horizon?
Oct 21, 2021
Special Episode: The Podcasting Industry Comes Into Its Own
Oct 20, 2021
Mike Wilson: Retail Investors Continue to Support Valuations
Oct 18, 2021
Andrew Sheets: Will Cash Stay On The Sidelines?
Oct 15, 2021
Special Episode: The Two-Pillar Tax Overhaul
Oct 14, 2021
Special Episode: Planes, Trains and Supply Chains
Oct 13, 2021
Graham Secker: Easing Europe’s Stagflation Concerns
Oct 12, 2021
Mike Wilson: Clear Skies, Volatile Markets
Oct 11, 2021
Andrew Sheets: Stagflation Demystified
Oct 08, 2021
Special Episode: Highs—and Lows—in U.S. Housing
Oct 07, 2021
Michael Zezas: Washington’s Trio of Tricky Travails
Oct 06, 2021
Special Episode: COVID-19 - Will Pills Change the Game?
Oct 05, 2021
Reza Moghadam: Post-Merkel Politics in Europe
Oct 04, 2021
Special Episode, Part 2: Taking the Temperature of Individual Investors
Oct 01, 2021
Special Episode: Taking the Temperature of Individual Investors
Sep 30, 2021
Michael Zezas: Will the Democrats Go Big or Go Small?
Sep 30, 2021
Jonathan Garner: Economic Surprises = Earnings Surprises
Sep 29, 2021
Matt Hornbach: Inflation Fears Drive Central Bank Actions
Sep 28, 2021
Mike Wilson: The Process Matters
Sep 27, 2021
Andrew Sheets: The Fed Shuffles Toward the Exit
Sep 24, 2021
Michael Zezas: Two Potential Catalysts to Watch for Fall Volatility
Sep 23, 2021
Special Episode: How Will China Manage the Housing Downturn?
Sep 22, 2021
Special Episode: Unpacking Climate Action in Congress
Sep 21, 2021
Mike Wilson: The Final Chapter of the Mid-Cycle Transition?
Sep 20, 2021
Special Episode: Untangling Global Spikes in Commodity Prices
Sep 17, 2021
Special Encore: A Good Time to Borrow?
Sep 16, 2021
Michael Zezas: What’s on Tap for U.S. Taxes?
Sep 15, 2021
Graham Secker: Re-engaging with Cyclical Value in Europe
Sep 14, 2021
Mike Wilson: Keeping an Eye on Earnings Estimates
Sep 13, 2021
Andrew Sheets: Are Clouds Gathering for U.S. Equities?
Sep 10, 2021
Michael Zezas: Season of Confusion in D.C.?
Sep 09, 2021
Jonathan Garner: Rising Risks for Taiwan Equities
Sep 09, 2021
Ellen Zentner: Keep Calm and Taper On?
Sep 08, 2021
Special Encore: So, What’s the Story?
Sep 07, 2021
Special Encore: Never a Dull Moment in the Political Economy?
Sep 03, 2021
Andrew Sheets: Autumn Days Are Here Again
Sep 02, 2021
Special Episode: The Curious Case of Norway, EVs and Oil
Sep 01, 2021
Matt Hornbach: Treasuries, Tapering and Tightening
Aug 31, 2021
Mike Wilson: So, What’s the Story?
Aug 30, 2021
Andrew Sheets: Singapore Offers an Alternative to U.S. Equities
Aug 27, 2021
Special Episode: Is This the Moneyball Approach to Corporate Bonds?
Aug 26, 2021
Michael Zezas: Never a Dull Moment in the Political Economy?
Aug 25, 2021
Adam Jonas: Space Investing - Ready for Takeoff?
Aug 24, 2021
Mike Wilson: The U.S. Consumer Takes a Break
Aug 23, 2021
Andrew Sheets: For Markets, What Lies Beneath?
Aug 20, 2021
Special Episode: Kids, COVID, and the Return to School
Aug 19, 2021
Michael Zezas: Deciphering the Infrastructure Chess Game
Aug 18, 2021
Graham Secker: Three Reasons European Equities Remain Strong
Aug 17, 2021
Mike Wilson: Navigating a Tricky Transition
Aug 16, 2021
Andrew Sheets: A Good Time to Borrow?
Aug 13, 2021
Special Episode: Unpacking the Appetite for Thematic Investing
Aug 12, 2021
Jonathan Garner: Demystifying China's Regulatory Reset
Aug 11, 2021
Michael Zezas: The Return of U.S.-China Trade Tensions?
Aug 10, 2021
Mike Wilson: Could Upbeat Jobs Data Actually Weigh on Stocks?
Aug 09, 2021
Andrew Sheets: It Is Time to Worry about the Growth Outlook?
Aug 06, 2021
Martijn Rats: Do Equities Markets Believe the Price of Oil?
Aug 05, 2021
Michael Zezas: The Long and Winding Fiscal Road
Aug 04, 2021
Matt Hornbach: Are U.S. Treasuries Like Used Cars?
Aug 03, 2021
Mike Wilson: The Inevitable Removal of Policy Support
Aug 02, 2021
Special Episode, Part 2: Digging Deeper into Delta
Jul 30, 2021
Special Episode: Digging Deeper into the Delta Variant
Jul 29, 2021
Michael Zezas: U.S. Infrastructure - Deal or No Deal?
Jul 28, 2021
Mike Wilson: The Last Phase of Mid-Cycle
Jul 27, 2021
Chetan Ahya: Will a Debt Hangover Hamper Recovery?
Jul 26, 2021
Michael Zezas: The Debt Ceiling - Here We Go Again?
Jul 23, 2021
Special Episode: So How Healthy Is the U.S. Consumer?
Jul 22, 2021
Special Encore: Viruses, Variants and Vaccines - What’s Next?
Jul 21, 2021
Andrew Sheets: A Closer Look at Yesterday’s Market Drop
Jul 20, 2021
Special Episode: Bond Markets React to Delta Variant Worries
Jul 19, 2021
Andrew Sheets: The Complicated Portrait of Retail Investing
Jul 16, 2021
Jonathan Garner: 4 Concerns to Watch on Asia & EM Equities
Jul 15, 2021
Michael Zezas: The $4 Trillion-Dollar Question
Jul 14, 2021
Mike Wilson: Are U.S. Equities Markets Hunkering Down?
Jul 13, 2021
Graham Secker: Is the Best of Europe's Equities Run Behind Us?
Jul 12, 2021
Andrew Sheets: What's Driving Global Equities Markets?
Jul 09, 2021
Michael Zezas: Something Special in the Air for Investors?
Jul 08, 2021
Mike Wilson: Reopening Stocks Feel the Pinch
Jul 07, 2021
Special Episode: The Complex Outlook for U.S. Housing
Jul 06, 2021
Andrew Sheets: 2021 - A Look Back, a Look Forward
Jul 02, 2021
Chetan Ahya: Has the Tide Finally Turned on Wage Growth?
Jul 01, 2021
Special Episode: U.S. Infrastructure - What’s in the Price?
Jun 30, 2021
Special Episode: The Red-Hot Return of Business Investment
Jun 29, 2021
Mike Wilson: A Growing Economy Leads to New Questions
Jun 28, 2021
Special Episode, Part 2: Viruses, Variants and Vaccines
Jun 25, 2021
Special Episode: Viruses, Variants and Vaccines - What’s Next?
Jun 25, 2021
Robin Xing: Is China's Recovery Losing Momentum?
Jun 23, 2021
Special Episode: The Fed Is Talking Taper… But When?
Jun 23, 2021
Mike Wilson: When Is a “Surprise” Not Surprising?
Jun 21, 2021
Special Encore: The Red Hot Capex Cycle
Jun 18, 2021
Andrew Sheets: Markets 2021 - Using Past as Prologue
Jun 17, 2021
Michael Zezas: For Infrastructure, Go Big or Go Bipartisan?
Jun 16, 2021
Graham Secker: European Equities Take a Turn Toward the Micro
Jun 15, 2021
Mike Wilson: A View from the Peak?
Jun 14, 2021
Andrew Sheets: Markets Shrug at “High” Inflation
Jun 11, 2021
Reza Moghadam: What Happens When the Euro Goes Digital?
Jun 10, 2021
Michael Zezas: Preparing to Disconnect
Jun 10, 2021
Special Episode: What to Do When Everything is Rich
Jun 08, 2021
Mike Wilson: More Data Doesn’t Always Mean More Certainty
Jun 08, 2021
Andrew Sheets: The Fed’s Fascinating Dilemma
Jun 05, 2021
Mid-Year Commodities Outlook: Risks Ahead?
Jun 03, 2021
Michael Zezas: The Simmering U.S./China Rivalry
Jun 02, 2021
Shawn Kim: Inside China’s Push to Shape Tech’s Future
Jun 01, 2021
2021 Mid-Year U.S. Economic Outlook: Growth Remains Strong
May 28, 2021
Michael Zezas: Will Inflation Take the Wind Out of Infrastructure?
May 26, 2021
Special Episode: Check Out the Big Changes in Food Retail
May 25, 2021
Mike Wilson: A Unique View on U.S. Equities
May 24, 2021
Mid-Year Economic Outlook: The Red Hot Capex Cycle
May 21, 2021
Andrew Sheets: The Complications of Strong Economic Winds
May 20, 2021
Michael Zezas: What if Infrastructure Doesn’t Pass?
May 19, 2021
Graham Secker: European Equities Mid-Year
May 18, 2021
Mike Wilson: Mid-Year U.S. Equities Outlook - Be Selective
May 17, 2021
Andrew Sheets: Inflation - Is It Here to Stay?
May 14, 2021
Special Episode: How Worrying Are Global Supply Chain Issues?
May 13, 2021
Michael Zezas: The Bumpy Road Ahead for U.S. Infrastructure
May 12, 2021
Special Encore: What Are Other Investors Thinking?
May 11, 2021
Mike Wilson: Welcome to the Mid-Cycle Transition
May 10, 2021
Andrew Sheets: Why (and How) Jobs Numbers Matter
May 07, 2021
Special Episode: Is Herd Immunity Even Possible?
May 06, 2021
Michael Zezas: Texas vs. California
May 05, 2021
Vishy Tirupattur: Is the U.S. in a Housing Bubble?
May 04, 2021
Adam Virgadamo: For Stocks, Reopening Is All About Nuance
May 03, 2021
Chetan Ahya: Could Centrals Banks Shake Up Digital Currencies?
Apr 30, 2021
Michael Zezas: On Infrastructure, Follow the Money
Apr 29, 2021
Andrew Sheets: A Choppier, More Range-bound Summer?
Apr 28, 2021
Graham Secker: 4 Reasons to Consider European Equities
Apr 27, 2021
Mike Wilson: Reopening - It’s All About the Execution
Apr 26, 2021
Special Episode: Electric Vehicles, Pt 2 – Turning the Supertanker
Apr 23, 2021
Special Episode: Electric Vehicles, Pt 1 – Follow the Fleet
Apr 22, 2021
Michael Zezas: Coal Country Support for Green Energy?
Apr 21, 2021
Special Episode: Earth Week Investing Themes
Apr 20, 2021
Mike Wilson: Q1 Earnings - Impressive But Not Surprising?
Apr 19, 2021
Andrew Sheets: What Are Other Investors Thinking?
Apr 16, 2021
Simeon Gutman: Welcome to the Petriarchy
Apr 15, 2021
Michael Zezas: U.S. Infrastructure - Sectors to Watch
Apr 14, 2021
Special Encore: Diverging Emerging Markets
Apr 13, 2021
Special Episode: Innovating toward Decarbonization
Apr 12, 2021
Andrew Sheets: Are Bonds Still a Worthwhile Investment?
Apr 09, 2021
Vishy Tirupattur: The Policy Debate Takes Center Stage
Apr 08, 2021
Special Episode: Rising Home Prices, Rising Rates
Apr 08, 2021
Special Episode: The Return of the Services Sector?
Apr 06, 2021
Mike Wilson: Equities Eye the Reality of Reopening
Apr 05, 2021
Andrew Sheets: Why April Could Be Strong for Markets
Apr 01, 2021
Michael Zezas: How Taxing Can Infrastructure Be?
Mar 31, 2021
Robin Xing: China’s Green (Investment) Revolution
Mar 30, 2021
Mike Wilson: Rotating Through the Recovery
Mar 29, 2021
Andrew Sheets: Inflation - When to Turn Down the Music?
Mar 26, 2021
Special Episode: Diverging Emerging Markets
Mar 25, 2021
Michael Zezas: U.S./China Trade - No Quick Path to Lower Barriers
Mar 24, 2021
Brian Nowak: New Online Habits vs. A Return to ‘Normal’
Mar 23, 2021
Mike Wilson: Outside the Consensus
Mar 22, 2021
Special Episode: The Winding Road to Herd Immunity, Pt. 2
Mar 19, 2021
Special Episode: The Winding Road to Herd Immunity
Mar 18, 2021
Michael Zezas: Three Revealing Numbers from the Stimulus Package
Mar 17, 2021
Chetan Ahya: Fed Tightening Could Come Sooner than Expected
Mar 16, 2021
Mike Wilson: A Tougher Road Ahead for Small Caps?
Mar 15, 2021
Andrew Sheets: A Complicated 2021 for Emerging Markets?
Mar 12, 2021
Special Episode: Markets and the Next Big Debate - Infrastructure
Mar 11, 2021
Michael Zezas: Policy Trends Are Now Portfolio Trends
Mar 10, 2021
Special Episode: Markets Ahead of Reopening - What’s Mispriced?
Mar 09, 2021
Mike Wilson: Still a Bull Under the Hood
Mar 08, 2021
Andrew Sheets: The Great Debate on Rates
Mar 05, 2021
Special Episode: U.S. Home Prices - Is This Time Different?
Mar 04, 2021
Michael Zezas: 3 Potential Impacts of “Build Back Better”
Mar 03, 2021
Vishy Tirupattur: Can We Get Real on Rates?
Mar 02, 2021
Mike Wilson: Positioning for Higher Interest Rates
Mar 01, 2021
Andrew Sheets: ‘Buy Low, Sell High’ May (Finally) Apply Again
Feb 26, 2021
Special Episode: The Texas Grid and the Future of Energy
Feb 25, 2021
Michael Zezas: A Reset for U.S.-Mexico Trade?
Feb 24, 2021
Ben Swinburne: Media Eyes the Great Reopening
Feb 23, 2021
Mike Wilson: An Eye on Bull Market Surprises
Feb 22, 2021
Andrew Sheets: The Risk of Rising Rates
Feb 19, 2021
Special Episode: Europe’s Economic Scarring Post-Pandemic
Feb 18, 2021
Michael Zezas: What’s Next for U.S.-China Trade?
Feb 17, 2021
Adam Jonas: Space - The Disruption of All Disruptions?
Feb 16, 2021
Andrew Sheets: With Gold, the Narrative Matters
Feb 12, 2021
COVID-19: Variants, Vaccines and the Road Ahead
Feb 11, 2021
Special Episode: The Debate over U.S. Fiscal Stimulus and Inflation
Feb 10, 2021
Chetan Ahya: The Fed, Stimulus and “The High-Pressure Economy”
Feb 09, 2021
Mike Wilson: Was January a Roadmap for 2021?
Feb 08, 2021
Andrew Sheets: Why U.S. Bond Yields Could Keep Rising
Feb 05, 2021
Special Episode: The Shifting Dynamics of Oil and Energy
Feb 04, 2021
Michael Zezas: A Possible Path for Pandemic Relief?
Feb 03, 2021
Shawn Kim: Asia Tech at the Dawn of a New Cycle
Feb 02, 2021
Mike Wilson: Why This Isn’t Dot-Com Bubble Redux
Feb 01, 2021
Andrew Sheets: The Short-selling Drama - Sideshow or Main Event?
Jan 29, 2021
Special Episode: Where is Consumer Spending Trending?
Jan 28, 2021
Michael Zezas: U.S. Stimulus Twists and Turns
Jan 27, 2021
Mike Wilson: An Overexuberant Bull?
Jan 26, 2021
Special Episode: U.S. Housing and Credit Outlook 2021
Jan 22, 2021
Andrew Sheets: The Case for Optimism in 2021
Jan 21, 2021
Michael Zezas: 3 U.S. Policy Forecasts… and a Wild Card
Jan 20, 2021
Mike Wilson: Time to Leave the Pack Behind?
Jan 19, 2021
Special Episode: Rates and FX Markets Eye the U.S. Policy Path
Jan 15, 2021
Andrew Sheets: Rates and Inflation - Moving for the Right Reasons?
Jan 14, 2021
Adam Virgadamo: 5 Equities Investment Themes for 2021
Jan 13, 2021
Reza Moghadam: High Noon at the ECB Corral
Jan 12, 2021
Mike Wilson: So… What Isn’t Priced-In?
Jan 11, 2021
Special Episode: Are the Clouds Clearing for European Equities?
Jan 08, 2021
Andrew Sheets: Three Implications of the “Blue Wave”
Jan 07, 2021
Michael Zezas: Georgia Changes the Game
Jan 07, 2021
Reza Moghadam: New Year, New Europe
Jan 05, 2021
Mike Wilson: Strategically Riding the Bull in 2021
Jan 04, 2021
Michael Zezas: What’s Ahead for U.S. Policy in 2021?
Dec 23, 2020
Special Episode: What’s in Store for ESG Investing?
Dec 22, 2020
Mike Wilson: An Exhaustion Point for Good News?
Dec 21, 2020
Andrew Sheets: Unwrapping the Impact of Price Sensitivity
Dec 18, 2020
Corporate Credit 2021: A Shift to High Yield
Dec 17, 2020
Michael Zezas: All Eyes on Georgia
Dec 16, 2020
Asia Equities 2021: Positioning Is Key
Dec 16, 2020
Mike Wilson: Getting Ahead of 2021 Leadership Shifts
Dec 14, 2020
Special Episode: As a Vaccine Rolls-Out, What’s Next?
Dec 14, 2020
Andrew Sheets: Why Rates Will Rise Next Year, and Why the Fed Will Let Them
Dec 10, 2020
Michael Zezas: Can Congress Break the Stimulus Logjam?
Dec 09, 2020
Mike Wilson: Closing the Books on 2020
Dec 07, 2020
Andrew Sheets: Corporate Credit’s Surprising Resiliency
Dec 04, 2020
Michael Zezas: What Happens Next on U.S.-China Trade?
Dec 02, 2020
China 2021: The Consumer Roars Back
Dec 01, 2020
Mike Wilson: A November to Remember
Nov 30, 2020
Andrew Sheets: Are Emerging Markets Reemerging?
Nov 27, 2020
Michael Zezas: The Real Risk of Fed/Treasury Conflict
Nov 25, 2020
U.S. Outlook 2021: Momentum Toward Recovery
Nov 24, 2020
Mike Wilson: Giving Thanks for a Brighter 2021
Nov 23, 2020
Special Episode: 2021 Global Outlook
Nov 21, 2020
Michael Zezas: Will D.C. Rein In Big Tech?
Nov 18, 2020
Mike Wilson: 2021 Preview - A Bull with Room to Run
Nov 16, 2020
Andrew Sheets: An Artificial Calm?
Nov 13, 2020
Matt Hornbach: 2021 - Another Big Year for Liquidity?
Nov 12, 2020
Michael Zezas: Vaccine-driven Rebound Could Help Munis
Nov 11, 2020
Reza Moghadam: Amid Lockdowns, Europe Looks to a Vaccine
Nov 10, 2020
Mike Wilson: Markets Cheer Clarity on Vaccine, Election
Nov 09, 2020
Special Episode: Markets Parse Election Results, Jobs Report
Nov 06, 2020
Michael Zezas: Breaking - Why Post-Election Day Just Got Trickier
Nov 05, 2020
Mike Wilson: Is the Worst of the Correction Over?
Nov 02, 2020
Andrew Sheets: A Transformational Sweep?
Oct 30, 2020
Michael Zezas: Election Night Strategy for Investors
Oct 28, 2020
Mike Wilson: 3 Sticking Points for U.S. Equities
Oct 26, 2020
U.S. Election 2020: Divided Government Scenarios
Oct 23, 2020
U.S. Election 2020: Straightaways and Detours
Oct 22, 2020
Michael Zezas: What's Going On With The U.S. Bond Market?
Oct 21, 2020
Mike Wilson: Why the Correction May Not Be Over
Oct 19, 2020
Andrew Sheets: Are Markets Pricing-In Recent U.S. Election Polls?
Oct 16, 2020
Special Episode: Playing the Reopening and Recovery Into 2021
Oct 15, 2020
Michael Zezas: One Fewer Election Blind Spot?
Oct 14, 2020
Mike Wilson: Investors Juggle Multiple Uncertainties
Oct 12, 2020
Andrew Sheets: The New Definition of “Peak Oil”?
Oct 09, 2020
Michael Zezas: Should Investors Prepare for No Stimulus?
Oct 07, 2020
Mike Wilson: Rate Scare on Deck?
Oct 05, 2020
Andrew Sheets: How Will Markets React to a Workable Vaccine?
Oct 02, 2020
Special Episode: COVID-19 Vaccine - Trials and Tribulations
Oct 01, 2020
Michael Zezas: It’s the Results That Count
Sep 30, 2020
Mike Wilson: Near-term Correction; Long-term Recovery?
Sep 28, 2020
Andrew Sheets: Four Reasons to Remain Patient
Sep 25, 2020
Michael Zezas: Unlikely Paths to Stimulus May Interest Investors
Sep 24, 2020
Mike Wilson: A Correction with Policy Roots
Sep 21, 2020
Andrew Sheets: The Uncertainty of the Fed’s New Certainty
Sep 18, 2020
Special Episode: The ABCs of ESG ETFs
Sep 16, 2020
Mike Wilson: Could the Correction Continue Further?
Sep 14, 2020
Andrew Sheets: Markets Ponder a Trillion-Dollar Question
Sep 11, 2020
Special Episode: Why Vaccine Discovery is Just the Beginning
Sep 10, 2020
Michael Zezas: The Waiting is the Hardest Part
Sep 09, 2020
Mike Wilson: Putting the Market Correction in Context
Sep 08, 2020
Andrew Sheets: Are Markets Really “Disconnected”?
Sep 03, 2020
Mike Wilson: The Age of Fiscal Policy Dominance?
Aug 31, 2020
Michael Zezas: How Much Aid Do State/Local Governments Need?
Aug 26, 2020
Robin Xing: China’s Next Phase - Recovery, Reshoring, Retaining
Aug 25, 2020
Mike Wilson: Are We Ripe for a U.S. Equities Correction?
Aug 24, 2020
Andrew Sheets: What Can a Haircut Tell Us About Inflation?
Aug 21, 2020
Michael Zezas: Sizing Up Democrat Corporate Tax Proposals
Aug 19, 2020
Mike Wilson: The Case for Higher Long-Term Interest Rates
Aug 17, 2020
Andrew Sheets: Better to Travel Than to Arrive?
Aug 14, 2020
Michael Zezas: Rising Risks for New Stimulus?
Aug 12, 2020
Reza Moghadam: The EU Recovery Fund’s Next Phase
Aug 11, 2020
Andrew Sheets: The Case for Optimism in the Near Term
Aug 07, 2020
Mike Wilson: Who’s Driving The Growth in U.S. Money Supply?
Aug 03, 2020
Andrew Sheets: A Refreshing Pause for Markets?
Jul 31, 2020
Michael Zezas: Considering a Potential U.S.-China Decoupling
Jul 29, 2020
Special Episode: Investment Themes for a Post-COVID World
Jul 28, 2020
Mike Wilson: Have Stocks “Pulled Forward” Too Much?
Jul 27, 2020
Special Episode, Part 2: COVID-19 - How Close Are We to a Vaccine?
Jul 24, 2020
Special Episode: COVID-19 - Preparing for Fall's Second Wave
Jul 23, 2020
Michael Zezas: States Look to D.C. to Fill Budget Holes
Jul 22, 2020
Mike Wilson: Adapting to The Ninth Wonder of the World
Jul 20, 2020
Andrew Sheets: Bracing for Challenges Ahead
Jul 17, 2020
Michael Zezas: Coronavirus - Why Another Stimulus Deal is Likely
Jul 15, 2020
Mike Wilson: U.S. Markets Weigh Optimism; Uncertainty
Jul 13, 2020
Andrew Sheets: Pressure Testing the “Overoptimistic Markets” Argument
Jul 10, 2020
Michael Zezas: How Should Investors Ride a Potential “Blue Wave”?
Jul 08, 2020
Mike Wilson: Is Inflation Healthy for an Economy?
Jul 06, 2020
Andrew Sheets: The Legacy of Alexander Hamilton
Jul 02, 2020
Mike Wilson: Two Key Points about a U.S. Recovery
Jun 29, 2020
Special Episode, Part 2: Europe Navigates the Coronavirus
Jun 26, 2020
Special Episode: “Reopening” at the Tipping Point
Jun 25, 2020
Michael Zezas: Is Multipolarity the New Megatrend?
Jun 24, 2020
Mike Wilson: Investor Reactions to a More Constructive Outlook
Jun 22, 2020
Andrew Sheets: Is This Recession Actually… Normal?
Jun 19, 2020
Michael Zezas: Another Round of U.S. Pandemic Relief?
Jun 17, 2020
Mike Wilson: The Highs and Lows of New Bull Markets
Jun 15, 2020
Special Episode: Europe’s Moment of Solidarity
Jun 12, 2020
Michael Zezas: Unpacking the Politics of Deficits
Jun 10, 2020
Andrew Sheets: A Significant Moment for the Eurozone
Jun 09, 2020
Mike Wilson: Rates Play Catch-Up, Again
Jun 08, 2020
Andrew Sheets: What Do Markets Reward? Progress.
Jun 05, 2020
Special Episode: The Race to a Vaccine
Jun 04, 2020
Mike Wilson: Welcome to Early Cycle?
Jun 01, 2020
Andrew Sheets: Does COVID-19 Change the Investing Playbook?
May 29, 2020
Michael Zezas: Could Cash-Strapped States Bank on Online Gaming?
May 27, 2020
Mike Wilson: 3 Reasons Why a 2020 Recovery May Be Different
May 26, 2020
Special Episode: All Hail the U.S. Consumer
May 22, 2020
Andrew Sheets: The Case for the Return of Inflation
May 21, 2020
Michael Zezas: The Mechanics of Fiscal Stimulus
May 20, 2020
Mike Wilson: Financial Repression Is Alive and Well
May 18, 2020
Andrew Sheets: Are Negative Interest Rates Coming to the U.S. and UK?
May 15, 2020
Special Episode: Lessons and Limits of China’s Recovery
May 14, 2020
Michael Zezas: COVID-19 Sparks Renewed U.S.-China Trade Tensions
May 13, 2020
Mike Wilson: U is for Unicorn
May 11, 2020
Special Episode, Part 2: Markets Eye Climbing Government Deficits
May 08, 2020
Special Episode: Recovering from the Stimulus
May 07, 2020
Michael Zezas: Fixing a Hole (in State Budgets)
May 06, 2020
Mike Wilson: A Pause that Refreshes
May 04, 2020
Andrew Sheets: The Disconnect Between Economies and Markets
May 01, 2020
Matthew Hornbach: A Change of Fortune for the U.S. Dollar?
Apr 30, 2020
Michael Zezas: Could U.S. State Governments Go Bankrupt?
Apr 29, 2020
Mike Wilson: Staying Ahead of the (Flattening) Curve
Apr 27, 2020
Andrew Sheets: Even in a Crisis, the Cycle Still Matters
Apr 24, 2020
Special Episode, Part 2: How Much Stimulus Is Enough?
Apr 23, 2020
Special Episode: How Much Stimulus Is Enough?
Apr 22, 2020
Mike Wilson: Equities Position for America’s Grand Reopening
Apr 20, 2020
Andrew Sheets: Why OPEC May Be Rethinking Its Strategy
Apr 17, 2020
Reza Moghadam: Emerging-Market Economies Prepare for COVID-19
Apr 16, 2020
Michael Zezas: Has the Fed Ignited Muni Bond Markets?
Apr 15, 2020
Special Episode, Part 2: Coronavirus - Building Models to Rebuild Economies
Apr 14, 2020
Mike Wilson: U.S. Markets React to Fed Moves
Apr 13, 2020
Special Episode: Coronavirus – Building Models to Rebuild Economies
Apr 09, 2020
Michael Zezas: Another Dose of Fiscal Stimulus?
Apr 08, 2020
Mike Wilson: What Are Markets Thinking?
Apr 06, 2020
Andrew Sheets: Optimism for Credit Markets
Apr 03, 2020
Michael Zezas: What Does the CARES Act Buy?
Apr 01, 2020
Mike Wilson: U.S. Equities - Is the Worst Behind Us?
Mar 30, 2020
Andrew Sheets: The Critical Calls of Financial Referees
Mar 27, 2020
Special Episode: Can $2 Trillion Flatten the Unemployment Curve?
Mar 26, 2020
Michael Zezas: Sizing Up the Stimulus Package
Mar 25, 2020
Mike Wilson: The Underlying Reasons for Recession
Mar 23, 2020
Andrew Sheets: First, Improve on Uncertainty
Mar 20, 2020
Andrew Sheets: Why We Think Risk/Reward Is Improving
Mar 19, 2020
Special Episode: Imagining the Shape of Recovery
Mar 18, 2020
Michael Zezas: Inside the Municipal Bond Liquidity Trap
Mar 17, 2020
Mike Wilson: The End of The Cyclical Bear Market?
Mar 16, 2020
Andrew Sheets: The Comfort of Market Patterns
Mar 13, 2020
Michael Zezas: Oil Exporter Tensions Add to Market Worries
Mar 11, 2020
Special Episode: The Road Ahead
Mar 10, 2020
Mike Wilson: Revisiting the Rolling Bear Market
Mar 09, 2020
Andrew Sheets: Patience as an Investing Virtue
Mar 06, 2020
Michael Zezas: Lessons from Super Tuesday
Mar 04, 2020
Special Episode: A Policy Fix Isn’t Easy
Mar 03, 2020
Andrew Sheets: Coronavirus: Are Markets Overreacting?
Feb 27, 2020
Special Episode: Coronavirus as Catalyst
Feb 26, 2020
Michael Zezas: Medicare for All… for Investors
Feb 26, 2020
Mike Wilson: All Hail the 50/50 Portfolio?
Feb 24, 2020
Andrew Sheets: Why 2020 May Be Tricky for Investors
Feb 21, 2020
Michael Zezas: Coronavirus and “Slowbalization”
Feb 18, 2020
Andrew Sheets: Will Returns Be Front-Loaded in 2020?
Feb 14, 2020
Michael Zezas: Notes from New Hampshire
Feb 12, 2020
Mike Wilson: Knowing Where to Look
Feb 10, 2020
Andrew Sheets: Supply Also Matters
Feb 07, 2020
Michael Zezas: The Limited Lives of Multiple Narratives
Feb 05, 2020
Mike Wilson: The Tug of War for U.S. Equites
Feb 04, 2020
Jonathan Garner: What Can SARS Tell Us About the Coronavirus?
Jan 31, 2020
Andrew Sheets: Coronavirus Affects the Narrative
Jan 30, 2020
Andrew Sheets: Are More Countries Saying Deficits Don’t Matter?
Jan 29, 2020
Michael Zezas: Taxation Complicates U.S.-EU Trade
Jan 27, 2020
Andrew Sheets: As 2020 Begins, Investors Get Optimistic
Jan 24, 2020
Michael Zezas: Do Incumbents Always Win with a Strong Economy?
Jan 22, 2020
Mike Wilson: Pressure Testing the Bull Case
Jan 21, 2020
Andrew Sheets: Remember Fundamentals?
Jan 17, 2020
Michael Zezas: The Other Concern for U.S. Trade
Jan 15, 2020
Jonathan Garner: An Underappreciated Turnaround Story?
Jan 14, 2020
Mike Wilson: The Other Type of Income Inequality
Jan 13, 2020
Andrew Sheets: Mapping the Future of Oil Prices
Jan 10, 2020
Michael Zezas: What’s Next on U.S.-China Trade?
Jan 08, 2020
Mike Wilson: Weighing Fed Intervention, Geopolitics
Jan 07, 2020
Andrew Sheets: A New Chapter for the United Kingdom
Jan 03, 2020
Mike Wilson: 2020 and the Return to Reflation
Dec 23, 2019
Andrew Sheets: 3 Lessons from 2019… for 2020
Dec 20, 2019
Michael Zezas: Markets Mull the “Phase One” Deal
Dec 18, 2019
Mike Wilson: A Trifecta of Positive Catalysts
Dec 16, 2019
Andrew Sheets: 2020 Playbook: Analyzing the Bull Case
Dec 13, 2019
Special Episode: Manufacturing Data Sends an Upbeat Signal
Dec 12, 2019
Michael Zezas: U.S.-China Trade: What Happens in 2020?
Dec 11, 2019
Mike Wilson: The Virtuous Circle of Excess Liquidity
Dec 09, 2019
Andrew Sheets: 2020 Playbook: Analyzing the Bear Case
Dec 06, 2019
Michael Zezas: How Do Close U.S. Elections Affect Markets?
Dec 04, 2019
Mike Wilson: A Volatility Reprieve
Dec 02, 2019
Michael Zezas: Optimism Over the U.S.-EU Auto Tariffs?
Nov 27, 2019
Mike Wilson: Global Reflation: To Be or Not to Be?
Nov 25, 2019
Andrew Sheets: Commodities Outlook 2020: Too Much of Everything?
Nov 22, 2019
Michael Zezas: The 2020 Election: 4 Sectors to Watch
Nov 20, 2019
Andrew Sheets: As Global Growth Improves, What to Watch
Nov 18, 2019
Andrew Sheets: Will Markets See End-of-Year Holiday Cheer?
Nov 15, 2019
Michael Zezas: The Power of Unified Government
Nov 13, 2019
Mike Wilson: The Return of the Secular Bull Market?
Nov 11, 2019
Andrew Sheets: A Tough Road Ahead for the 60/40 Portfolio?
Nov 08, 2019
Michael Zezas: The 2020 Election Outlook for Investors
Nov 07, 2019
Special Episode: Weighing a Global Growth Recovery
Nov 07, 2019
Mike Wilson: Amid New Highs, Uncertainty Remains
Nov 04, 2019
Andrew Sheets: The Cost of Easy Policy: A 10 Year Outlook
Nov 01, 2019
Michael Zezas: How Do Markets View Major Policy Proposals? (Replay)
Oct 30, 2019
Mike Wilson: Are U.S. Equities Defying Gravity?
Oct 28, 2019
Andrew Sheets: Can Sentiment Alone Drive Markets Higher?
Oct 25, 2019
Michael Zezas: Could “Phase One” Be the Turning Point?
Oct 23, 2019
Mike Wilson: 5 Pockets of Opportunity for Equities Investors
Oct 21, 2019