Thoughts on the Market

1317 Episodes

1. Andrew Sheets: The Yield Curve Inverts for a Reason

   Published: 8/16/2019
2. Michael Zezas: The Story Behind Falling Bond Yields

   Published: 8/14/2019
3. Mike Wilson: Navigating the Q3 Dog Days

   Published: 8/12/2019
4. Andrew Sheets: Can Central Banks Keep Up with Market Expectations?

   Published: 8/9/2019
5. Michael Zezas: The Potential Impact of Lasting Tariffs

   Published: 8/7/2019
6. Mike Wilson: Markets Face a “Sell the News” Moment

   Published: 8/5/2019
7. Andrew Sheets: The Fed’s Great Expectations Quandary

   Published: 8/2/2019
8. Michael Zezas: Trade Uncertainty and Corporate Confidence

   Published: 7/31/2019
9. Mike Wilson: Will the Fed Surprise on a Rate Cut?

   Published: 7/29/2019
10. Special: Access & Opportunity Preview

    Published: 7/26/2019
11. Michael Zezas: The Fed Rate Cut Debate for Bond Investors

    Published: 7/24/2019
12. Mike Wilson: Weighing a Potential Fed Rate Cut

    Published: 7/22/2019
13. Andrew Sheets: 3 Consensus Views Worth Questioning

    Published: 7/19/2019
14. Michael Zezas: 2020 Election: How Likely Is Medicare-for-All?

    Published: 7/17/2019
15. Mike Wilson: For the S&P 500, Breaking Out Is Hard to Do

    Published: 7/15/2019
16. Andrew Sheets: A Second (and Third) Opinion for Equity Markets

    Published: 7/12/2019
17. Michael Zezas: Healthcare Reform - Here We Go Again?

    Published: 7/10/2019
18. Mike Wilson: 3 Summer Surprises Investors Could Be Missing

    Published: 7/8/2019
19. Andrew Sheets: A Narrow Path

    Published: 7/5/2019
20. Michael Zezas: How Markets View the Pause on Trade Tariffs

    Published: 7/3/2019