Michael Zezas: Time to Rethink Allocations?

FromThoughts on the Market

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Michael Zezas: Time to Rethink Allocations?

FromThoughts on the Market

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Length:

2 minutes

Released:

Aug 21, 2019

Format:

Podcast episode

Description

On today’s podcast: Amid a bond rally and stock volatility, August has been quite a ride. How should investors think about their allocations? Analysis from Michael Zezas, Head of Public Policy and Municipal Strategy.

Released:

Aug 21, 2019

Format:

Podcast episode

Titles in the series (100)

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

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Michael Zezas: Indirect Impacts by Thoughts on the Market
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Mike Wilson: Weighing a Potential Fed Rate Cut by Thoughts on the Market
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Michael Zezas: Why ‘Slowbalization’ May Be Feeding Trade Tensions by Thoughts on the Market
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Andrew Sheets: Fed to the Rescue? Maybe Not. by Thoughts on the Market
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Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma” by Thoughts on the Market
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Michael Zezas: Three Possible Trade Paths from the G20 by Thoughts on the Market
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Mike Wilson: How Confident Are U.S. Businesses in the Economy? by Thoughts on the Market
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Andrew Sheets: Let’s Say the Fed Cuts Rates in July… by Thoughts on the Market
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Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks by Thoughts on the Market
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Mike Wilson: A G20 Trade Truce? by Thoughts on the Market
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Michael Zezas: Time to Rethink Allocations? by Thoughts on the Market
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Michael Zezas: How Markets View the Pause on Trade Tariffs by Thoughts on the Market
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Andrew Sheets: A Second (and Third) Opinion for Equity Markets by Thoughts on the Market
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Andrew Sheets: 3 Consensus Views Worth Questioning by Thoughts on the Market
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Andrew Sheets: The Dangers of Cheering for Weaker Data by Thoughts on the Market
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Mike Wilson: U.S. Equities: How Much Correction is Ahead? by Thoughts on the Market
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Andrew Sheets: What to Watch from the G20 by Thoughts on the Market
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Mike Wilson: Are U.S. Economic Indicators Flashing Yellow? by Thoughts on the Market
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Michael Zezas: The Fed Rate Cut Debate for Bond Investors by Thoughts on the Market
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Mike Wilson: 3 Summer Surprises Investors Could Be Missing by Thoughts on the Market
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Andrew Sheets: A Narrow Path by Thoughts on the Market
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Mike Wilson: Are Markets Putting Stock in Trade? by Thoughts on the Market
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Mike Wilson: Why Trade Tensions Are Only Part of the Story by Thoughts on the Market
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Mike Wilson: Will the Fed Surprise on a Rate Cut? by Thoughts on the Market
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Mike Wilson: For the S&P 500, Breaking Out Is Hard to Do by Thoughts on the Market
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Andrew Sheets: Can Sentiment Alone Drive Markets Higher? by Thoughts on the Market
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Michael Zezas: The Potential Impact of Lasting Tariffs by Thoughts on the Market
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Andrew Sheets: Are Lower Interest Rates Always Beneficial? by Thoughts on the Market
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Michael Zezas: 2020 Election: How Likely Is Medicare-for-All? by Thoughts on the Market
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Michael Zezas: Time to Rethink Allocations?

Michael Zezas: Time to Rethink Allocations?

Description

Titles in the series (100)

More Episodes from Thoughts on the Market

Related podcast episodes