Mike Wilson: Was January a Roadmap for 2021?

Although the conflict in Iran keeps dominating the news cycle, investors have an eye on the upcoming U.S. midterm elections. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore consider policy implications – from healthcare and con ...  Show more

Back from the IMF Spring Meetings in Washington, Simon Waever and Seth Carpenter unpack what policy makers and investors could be underpricing: the growth hit from higher energy costs, the risk of too much tightening by central banks and why emerging markets still look resilient. ...  Show more

Stocks closed out the year with another set of losses, locking in the worst 12-month run for markets since the financial crisis. But could we be in for a turnaround in 2023? And one long-time market leader came back to Earth in a big way this year. What’s next for the tech giant, ...  Show more

What do hedge funds tell us about 2023 and the year ahead? Freddie Parker, co-head of Prime Insights and Analytics in Global Banking & Markets, discusses hedge fund performance last year and how a higher rate environment might benefit their portfolios in 2024. Learn more about yo ...  Show more

The end is nigh! The end of 2020, that is. And with the new year comes new opportunities for growth and optimism. Your questions reflect that optimism in this, the final mailbag of a year unlike any other. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Stocks rallied ahead of the Thanksgiving holiday, putting major indexes on pace for their best month of the year. But can the momentum continue into year end? Plus Nvidia notably sitting out today’s rally. What the drop in the semi darling means for the space