Thoughts on the Market

Although a typical explanation for market strength has been the large amount of cash being pushed into markets from central banks and investors, it’s not the whole story.

Last week, U.S. air travel surpassed 2019 levels. And this recovery in demand may be an important story for both fixed income and equity investors to understand.

Labor-intensive companies that should benefit from the reopening are feeling the pinch from rising wage costs. With growth stocks likely overbought, where do investors go from here?

U.S. home price growth has been on a tear, but will affordability pressures begin weighing on home sales? The answer is a bit complicated.

It's easy to forget just how different the world looked just six months ago. Does the renewed optimism suggest higher returns or just higher expectations?

Until recently, wages have been on a forty year decline, driving new calls for policymaker action. A look at the implications for GDP, inflation and income inequality.

Is U.S. infrastructure already priced into Treasury yields? The answer may lie with whether investors are accurately gauging the true size of the final package.

The robust return of business investment is set to be a key theme for investors. On this episode we examine the bullish outlook for communications equipment and infrastructure.

With the economic recovery in full bloom, companies and investors may now be faced with new questions around higher materials and labor costs.

Chief Cross-Asset Strategist Andrew Sheets continues his conversation with Biotech Equity Analyst Matt Harrison on COVID-19 variants and the future of the health care industry.