Thoughts on the Market
1,627 episodes — Page 32 of 33
Ep 77Mike Wilson: The Return of the Secular Bull Market?
On this episode, Chief Investment Officer Mike Wilson shares three reasons why equities markets have rallied over the past few months… and where they could go from here.
Ep 76Andrew Sheets: A Tough Road Ahead for the 60/40 Portfolio?
On this episode, Chief-Cross Asset Strategist Andrew Sheets continues his discussion on the 10-year outlook for the U.S. and Europe—and identifies the challenges ahead.
Ep 75Michael Zezas: The 2020 Election Outlook for Investors
On this episode, Head of U.S. Public Policy Michael Zezas says one thing has become clear as we approach 2020: Investors need to plan today for market reactions next year.
Ep 74Special Episode: Weighing a Global Growth Recovery
On this episode, special guest Chetan Ahya, the firm’s Chief Global Economist, says a global growth recovery could be possible in 2020… assuming two key forces align.
Ep 73Mike Wilson: Amid New Highs, Uncertainty Remains
On this episode, Chief Investment Officer Mike Wilson says the jury may be out on whether we’re at a trough for the U.S. economy, but two international markets may hold promise for investors.
Ep 72Andrew Sheets: The Cost of Easy Policy: A 10 Year Outlook
On today's episode, Chief Cross-Asset Strategist Andrew Sheets takes a look at expected market returns over the next decade and explains how current policy affects future returns.
Ep 71Michael Zezas: How Do Markets View Major Policy Proposals? (Replay)
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?
Ep 70Mike Wilson: Are U.S. Equities Defying Gravity?
On today’s episode, a curious paradox: Although major indices are making new highs, many defensive stocks are leading the pack. Chief Investment Officer Mike Wilson explains why.
Ep 69Andrew Sheets: Can Sentiment Alone Drive Markets Higher?
On today's episode, Optimism in markets has risen significantly over the past three weeks. But Chief-Across Asset Strategist Andrew Sheets asks, “Is optimism enough?”
Ep 68Michael Zezas: Could “Phase One” Be the Turning Point?
On this episode, Head of U.S. Public Policy Michael Zezas explains why a global growth rebound could largely hinge on trade negotiations ahead of the December 15th tariffs.
Ep 67Mike Wilson: 5 Pockets of Opportunity for Equities Investors
On today's episode, Chief Investment Officer Mike Wilson says investors may want to steer clear of expensive growth stocks in favor of some defensive and cheaper-priced stocks.
Ep 66Andrew Sheets: One Market We Feel Good About
On today’s episode, Chief Cross Asset Strategist Andrew Sheets highlights the one market in which the currency, government bonds and equities may all be solid defensive plays.
Ep 65Michael Zezas: A “Durable Pause” on U.S.-China Trade Tensions?
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.
Ep 64Mike Wilson: How Will the “Phase One” Trade Deal Impact Earnings?
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.
Ep 63Andrew Sheets: Is the Dollar Losing It’s Safe Haven Status?
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.
Ep 62Michael Zezas: The Key Variable in U.S.-China Trade Talks
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.
Ep 61Mike Wilson: An Unsatisfying Market for Bulls and Bears?
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?
Ep 60Andrew Sheets: The 3 Most Powerful Market Indicators?
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.
Ep 59Michael Zezas: U.S.-China Trade: The Outlook for Fall
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.
Ep 58Special Series: U.S. Housing Faces a Generational Turning Point
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.
Ep 57Mike Wilson: Are Markets Rethinking Pricey Growth Stocks?
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.
Ep 56Andrew Sheets: A Tale of Two Oil Price Spikes
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.
Ep 55Michael Zezas: How Do Markets View Major Policy Proposals?
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?
Ep 54Special Series: Is NextGen Reinventing the Banking Experience?
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.
Ep 53Mike Wilson: Looking Toward Q3 Earnings
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.
Ep 52Andrew Sheets: Are Lower Interest Rates Always Beneficial?
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.
Ep 51Michael Zezas: Investors Look for Progress on U.S-China Trade
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.
Ep 50Special Series: Which Way is U.S. Spending Trending?
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.
Ep 49Mike Wilson: Value Stocks Have Their Moment
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?
Ep 48Andrew Sheets: Is There a Downside to Cutting Interest Rates?
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?”
Ep 47Special Series: From Baby Boom to Youth Boom
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.
Ep 46Mike Wilson: Home on the Range Bound?
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.
Ep 45Andrew Sheets: What Happens When the Price Isn’t Right?
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets says as global growth weakens, investors tend to focus on the most desirable companies (which are already priced to perfection). So what does that mean for returns?
Ep 44Michael Zezas: Pondering a World of Unresolved Trade Issues
On today’s podcast, Head of U.S. Public Policy Michael Zezas takes a moment to consider the long-term effects regardless of whether or not the U.S. and China are unable to negotiate a meaningful trade arrangement.
Ep 43Mike Wilson: New Data Sends Concerning Signs for U.S. Stocks
On today's podcast, Chief Investment Officer Mike Wilson says a popular narrative forecasted a rebound for the second half of 2019. However, new data on lower U.S. factory activity could counter that expectation.
Ep 42Andrew Sheets: Title: Can Central Banks Cure Market Woes?
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets examines central bank actions to boost markets and the negative effects—intended or not—that these moves could have.
Ep 41Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma” (Replay)
On today’s episode, Head of U.S. Public Policy Michael Zezas explains why a key principle of game theory could help investors navigate markets amid rising trade tensions.
Ep 40Mike Wilson: On Recession Risks, Perspective Matters
On today’s podcast, would stock markets be full steam ahead with a healthy dose of Fed rate cuts or a lack of concerns over trade? Chief Investment Officer Mike Wilson provides some much needed perspective on the rising risks of recession.
Ep 39Andrew Sheets: All Hail the U.S. Consumer?
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets dives into a key debate on the U.S. economy: How could the risk of recession be rising when consumer activity is so strong?
Ep 38Michael Zezas: Time to Rethink Allocations?
On today’s podcast: Amid a bond rally and stock volatility, August has been quite a ride. How should investors think about their allocations? Analysis from Michael Zezas, Head of Public Policy and Municipal Strategy.
Ep 37Mike Wilson: Back Next Week
Mike Wilson is off this week. Please check back Wednesday for more Thoughts on the Market.
Ep 36Andrew Sheets: The Yield Curve Inverts for a Reason
On today’s podcast, Chief Across-Asset Strategist Andrew Sheets shares three takeaways from this week’s inversion of the yield curve, historically the signal of a possible recession.
Ep 35Michael Zezas: The Story Behind Falling Bond Yields
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.
Ep 34Mike Wilson: Navigating the Q3 Dog Days
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?
Ep 33Andrew Sheets: Can Central Banks Keep Up with Market Expectations?
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.
Ep 32Michael Zezas: The Potential Impact of Lasting Tariffs
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?
Ep 31Mike Wilson: Markets Face a “Sell the News” Moment
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.
Ep 30Andrew Sheets: The Fed’s Great Expectations Quandary
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.
Ep 29Michael Zezas: Trade Uncertainty and Corporate Confidence
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?
Ep 28Mike Wilson: Will the Fed Surprise on a Rate Cut?
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?