Thoughts on the Market

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.

Although the darkest days of COVID-19 are hopefully behind us, new variants, vaccine distribution issues and uncertainty about winter still remain key issues.

Since last year, China's economic recovery has been strong… but uneven. After a hiccup in the second quarter, will manufacturing and consumers come to the rescue?

Last week, the Fed rattled markets by laying the groundwork for tapering its asset purchase program. But is this taper talk? Or just talking about talking about tapering?

Although the Fed’s surprise hawkish turn in its latest policy decision caught markets off-guard, the monetary tightening process may actually have begun months ago.

Original release on May 21st, 2021: Consumer spending should drive strong business investment in the months ahead, driving global GDP above its pre-COVID-19 path. But inflation may be a risk to watch.