Thoughts on the Market

1317 Episodes

1. Andrew Sheets: A New Chapter for the United Kingdom

   Published: 1/3/2020
2. Mike Wilson: 2020 and the Return to Reflation

   Published: 12/23/2019
3. Andrew Sheets: 3 Lessons from 2019… for 2020

   Published: 12/20/2019
4. Michael Zezas: Markets Mull the “Phase One” Deal

   Published: 12/18/2019
5. Mike Wilson: A Trifecta of Positive Catalysts

   Published: 12/16/2019
6. Andrew Sheets: 2020 Playbook: Analyzing the Bull Case

   Published: 12/13/2019
7. Special Episode: Manufacturing Data Sends an Upbeat Signal

   Published: 12/12/2019
8. Michael Zezas: U.S.-China Trade: What Happens in 2020?

   Published: 12/11/2019
9. Mike Wilson: The Virtuous Circle of Excess Liquidity

   Published: 12/9/2019
10. Andrew Sheets: 2020 Playbook: Analyzing the Bear Case

    Published: 12/6/2019
11. Michael Zezas: How Do Close U.S. Elections Affect Markets?

    Published: 12/4/2019
12. Mike Wilson: A Volatility Reprieve

    Published: 12/2/2019
13. Michael Zezas: Optimism Over the U.S.-EU Auto Tariffs?

    Published: 11/27/2019
14. Mike Wilson: Global Reflation: To Be or Not to Be?

    Published: 11/25/2019
15. Andrew Sheets: Commodities Outlook 2020: Too Much of Everything?

    Published: 11/22/2019
16. Michael Zezas: The 2020 Election: 4 Sectors to Watch

    Published: 11/20/2019
17. Andrew Sheets: As Global Growth Improves, What to Watch

    Published: 11/18/2019
18. Andrew Sheets: Will Markets See End-of-Year Holiday Cheer?

    Published: 11/15/2019
19. Michael Zezas: The Power of Unified Government

    Published: 11/13/2019
20. Mike Wilson: The Return of the Secular Bull Market?

    Published: 11/11/2019