Thoughts on the Market
1,739 episodes — Page 34 of 35
Ep 89Michael Zezas: U.S.-China Trade: What Happens in 2020?
On today's episode, Although some reports have suggested progress on a phase one deal, markets are still seeking a clear signal forward on trade—and that means tackling the more difficult phase two deal.
Ep 88Mike Wilson: The Virtuous Circle of Excess Liquidity
On today's episode, Central banks seem likely to continue their balance sheet expansion into next year, driving lower volatility, more cash into equities… and some great expectations.
Ep 87Andrew Sheets: 2020 Playbook: Analyzing the Bear Case
In this special two part bull/bear series, Chief Cross-Asset Strategist Andrew Sheets shares insight on the catalysts that could hamper market returns in 2020.
Ep 86Michael Zezas: How Do Close U.S. Elections Affect Markets?
On today's episode, On average, election-year market performance varies by about 9% for elections that are narrow contests vs. elections with a clear frontrunner. So how could 2020 pan out?
Ep 85Mike Wilson: A Volatility Reprieve
On today's episode, Whether it's called quantitative easing or not, the recent expansion in central bank balance sheets is having a profound impact on volatility - Chief Investment Officer Mike Wilson explains why.
Ep 84Michael Zezas: Optimism Over the U.S.-EU Auto Tariffs?
On today's episode, With a key deadline for U.S. tariffs on EU autos now past, could European stocks outperform in 2020? Head of Public Policy Michael Zezas shares some analysis.
Ep 83Mike Wilson: Global Reflation: To Be or Not to Be?
On this episode, Chief Investment Officer Mike Wilson explains why global reflation may be back—and could be a powerful longer-term theme for portfolio allocations.
Ep 82Andrew Sheets: Commodities Outlook 2020: Too Much of Everything?
On this episode, Chief Cross-Asset Strategist Andrew Sheets says oversupply may spell headwinds for commodities in 2020 but there are exceptions.
Ep 81Michael Zezas: The 2020 Election: 4 Sectors to Watch
On this episode, Head of Public Policy Michael Zezas says performance in four key sectors could be a bellwether for how investors view the outcome of next year’s elections.
Ep 80Andrew Sheets: As Global Growth Improves, What to Watch
On this episode, Chief Cross-Asset Strategist Andrew Sheets says global growth should pick up in 2020, but unevenly. The key for investors will be identifying the right opportunities.
Ep 79Andrew Sheets: Will Markets See End-of-Year Holiday Cheer?
On this episode, Chief Cross-Asset Strategist Andrew Sheets analyzes the historical phenomenon of the “end-of-year equities rally.” Will 2019 follow suit?
Ep 78Michael Zezas: The Power of Unified Government
On this episode, Head of U.S. Public Policy Michael Zezas says a potential boost to the U.S. economy has less to do with political parties than it does a unified policy vision.
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.