Thoughts on the Market

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.

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.

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.

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.

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?

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?”

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.

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.

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?

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.