Thoughts on the Market
1,655 episodes — Page 34 of 34
Ep 5Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks
On today’s episode, Head of U.S. Public Policy Michael Zezas says further escalation of trade tensions could come with a cost. Are the risks of a global recession increasing?
Ep 4Mike Wilson: U.S. Equities: How Much Correction is Ahead?
On today’s TOTM, Chief Investment Officer Mike Wilson says trade tensions may be rattling markets, but the fundamentals are the real culprit behind the correction. So where are equities headed next?
Ep 3Andrew Sheets: Fed to the Rescue? Maybe Not.
On today’s podcast, Chief Cross Asset Strategist Andrew Sheets examines the notion that the Fed stands willing and able to reduce interest rates and support markets.
Ep 2Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma”
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 1Mike Wilson: Are U.S. Economic Indicators Flashing Yellow?
On today’s podcast, Chief Investment Officer Mike Wilson says although some investors may assume recent equities volatility is based on trade worries, some key data points may be the real culprit.