Andrew Sheets said : “The fact that people are still nervous enough about future volatility suggests people are not all in,”

irishtimes Monday, January 25, 2021 9:21:00 PM EAT

Andrew Sheets said : “The fact that people are still nervous enough about future volatility suggests people are not all in,”

irishtimes Monday, January 25, 2021 1:01:00 PM EAT

Andrew Sheets said : “The fact that people are still nervous enough about future volatility suggests people are not all in,”

ft Monday, January 25, 2021 11:08:00 AM EAT

Andrew Sheets said : “Though challenges remain, we think this global recovery is sustainable, synchronous and supported by policy, following much of the ‘normal’ post-recession playbook,”

foreignaffairs-nz Sunday, January 3, 2021 7:26:00 AM EAT

Andrew Sheets said : "Though challenges remain, we think this global recovery is sustainable, synchronous and supported by policy, following much of the 'normal' post-recession playbook,"

xinhuanet_en Sunday, January 3, 2021 5:02:00 AM EAT

Andrew Sheets said : “We’ve now transitioned to an early-cycle environment, which implies strong profit growth that we believe is not yet priced into markets, despite the market’s recent rally,”

financialexpress Thursday, December 10, 2020 3:25:00 PM EAT

Andrew Sheets said : “Coming out of a recession, we think it pays to buy stocks with the lowest expectations,”

financialexpress Thursday, December 10, 2020 3:25:00 PM EAT

Andrew Sheets said : “To the extent yields rise, it’s likely to be on higher inflation expectations,”

financialexpress Thursday, December 3, 2020 9:18:00 AM EAT

Andrew Sheets said : “To the extent yields rise, it’s likely to be on higher inflation expectations,”

dailymaverick Thursday, December 3, 2020 12:07:00 AM EAT

Andrew Sheets said : “To the extent yields rise, it’s likely to be on higher inflation expectations,”

dailymaverick Wednesday, December 2, 2020 9:07:00 AM EAT

Andrew Sheets noted : “Rising COVID-19 cases are a risk, but keep the faith. 2020 witnessed once-in-a-century swings in the economy, policy and markets. 2021 will bring more normality,”

news18 Wednesday, November 25, 2020 12:53:00 PM EAT

Andrew Sheets noted : "Rising COVID-19 cases are a risk, but keep the faith. 2020 witnessed once-in-a-century swings in the economy, policy and markets. 2021 will bring more normality,"

wsau Wednesday, November 25, 2020 12:48:00 PM EAT

Andrew Sheets noted : "Rising COVID-19 cases are a risk, but keep the faith. 2020 witnessed once-in-a-century swings in the economy, policy and markets. 2021 will bring more normality,"

4-traders Wednesday, November 25, 2020 12:28:00 PM EAT

Andrew Sheets says : “These positions stand out for having attractive upside/downside across all election outcomes,”

financialexpress Friday, October 30, 2020 12:39:00 PM EAT

Andrew Sheets says : “While we think the S&P 500 would initially trade lower in a Blue Sweep scenario, as rates rise, we would ultimately view this as a ‘dip to buy’, with a bull market still intact,”

financialexpress Friday, October 30, 2020 12:39:00 PM EAT

Andrew Sheets said ( about Joseph Biden ) : "A Biden win could be the moment to shift away from Big Tech -- but not necessarily for regulatory reasons,"

BangkokPost Thursday, October 15, 2020 3:19:00 AM EAT

Andrew Sheets said ( about Joseph Biden ) : "A Biden win could be the moment to shift away from Big Tech - but not necessarily for regulatory reasons,"

wsau Wednesday, October 14, 2020 10:22:00 AM EAT

Andrew Sheets said ( about Joseph Biden ) : "A Biden win could be the moment to shift away from Big Tech - but not necessarily for regulatory reasons,"

4-traders Wednesday, October 14, 2020 9:08:00 AM EAT

Andrew Sheets said : "That rally in peripheral bonds has meant we are near our year-end target on spreads,"

4-traders Tuesday, October 13, 2020 3:33:00 PM EAT

Andrew Sheets said : “The glass half-full view of stimulus talks is if you don’t get it today you’ll get it tomorrow from whomever wins the election,”

bloomberg Wednesday, October 7, 2020 9:23:00 PM EAT

Andrew Sheets said : "The volatility will continue for a little while longer,"

4-traders Tuesday, September 22, 2020 11:22:00 PM EAT

Andrew Sheets said : "The volatility will continue for a little while longer,"

4-traders Tuesday, September 22, 2020 9:32:00 PM EAT

Andrew Sheets said : "The volatility will continue for a little while longer,"

4-traders Tuesday, September 22, 2020 1:36:00 PM EAT

Andrew Sheets said : "The volatility will continue for a little while longer,"

4-traders Tuesday, September 22, 2020 12:36:00 PM EAT

Andrew Sheets said : “I don’t think bonds can provide the standard historical returns investors are used to,”

news-yahoo Monday, August 3, 2020 7:16:00 AM EAT

Andrew Sheets said : “I don’t think bonds can provide the standard historical returns investors are used to,”

news-yahoo Monday, August 3, 2020 1:14:00 AM EAT

Andrew Sheets said : “Europe is a huge economy that doesn’t have a single safe asset and that drives a whole lot of inefficiencies,”

news-yahoo Friday, July 24, 2020 11:11:00 AM EAT

Andrew Sheets said : “Europe is a huge economy that doesn’t have a single safe asset and that drives a whole lot of inefficiencies,”

bloomberg Friday, July 24, 2020 10:51:00 AM EAT

Andrew Sheets said : “I’m more concerned going into the August, September period: what’s going to then be the next catalyst to take the broader market higher,”

ibtimes Wednesday, July 22, 2020 5:44:00 PM EAT

Andrew Sheets says : "If markets are pricing a 'V', they're going about it in an odd way,"

brisbanetimes Wednesday, July 15, 2020 4:26:00 AM EAT

Andrew Sheets says : "If markets are pricing a 'V', they're going about it in an odd way,"

watoday Wednesday, July 15, 2020 4:14:00 AM EAT

Andrew Sheets says : "If markets are pricing a 'V', they're going about it in an odd way,"

theage Wednesday, July 15, 2020 4:14:00 AM EAT

Andrew Sheets says : "If markets are pricing a 'V', they're going about it in an odd way,"

smh Wednesday, July 15, 2020 3:52:00 AM EAT

Andrew Sheets said : “Just by pressing the send button on Q2 earnings, your future earnings will rise. That will be optically important as we get through July,”

dailytimesPK Thursday, July 9, 2020 7:45:00 AM EAT

Andrew Sheets said : "Just by pressing the send button on Q2 earnings, your future earnings will rise. That will be optically important as we get through July,"

khaleejtimes Wednesday, July 8, 2020 2:12:00 PM EAT

Andrew Sheets said : "Just by pressing the send button on Q2 earnings, your future earnings will rise. That will be optically important as we get through July,"

news-yahoo Tuesday, July 7, 2020 8:08:00 PM EAT

Andrew Sheets said : "Just by pressing the send button on Q2 earnings, your future earnings will rise. That will be optically important as we get through July,"

channelnewsasia Tuesday, July 7, 2020 6:23:00 PM EAT

Andrew Sheets said : "Just by pressing the send button on Q2 earnings, your future earnings will rise. That will be optically important as we get through July,"

4-traders Tuesday, July 7, 2020 5:32:00 PM EAT

Andrew Sheets said ( about Fed Vice ) : "The simple reason the Fed will be skeptical is that you are asking a central bank to embark on a very risky change in policy, and it's not clear that where it has been attempted, it actually works,"

wsau Thursday, July 2, 2020 10:06:00 PM EAT

Andrew Sheets said ( about Fed Vice ) : "The simple reason the Fed will be skeptical is that you are asking a central bank to embark on a very risky change in policy, and it's not clear that where it has been attempted, it actually works,"

news-yahoo Thursday, July 2, 2020 10:05:00 PM EAT

Andrew Sheets said : “While the last four months have been exceptional, we think that this cycle has been, and will be, more ‘normal’ than appreciated,”

taipeitimes Monday, June 15, 2020 8:50:00 PM EAT

Andrew Sheets said : “While the last four months have been exceptional, we think that this cycle has been, and will be, more ‘normal’ than appreciated,”

hellenicshippingnews Monday, June 15, 2020 8:43:00 PM EAT

Andrew Sheets said : “While the last four months have been exceptional, we think that this cycle has been, and will be, more ‘normal’ than appreciated,”

themalaymailonline Monday, June 15, 2020 10:28:00 AM EAT

Andrew Sheets said : "While the last four months have been exceptional, we think that this cycle has been, and will be, more 'normal' than appreciated,"

4-traders Monday, June 15, 2020 9:33:00 AM EAT

Andrew Sheets said : "While the last four months have been exceptional, we think that this cycle has been, and will be, more 'normal' than appreciated,"

wsau Monday, June 15, 2020 9:25:00 AM EAT

Andrew Sheets said : "While the last four months have been exceptional, we think that this cycle has been, and will be, more 'normal' than appreciated,"

news-yahoo Monday, June 15, 2020 9:08:00 AM EAT

Andrew Sheets said : "The one thing the market would be very unforgiving of is the case count in the U.S. starting to go up again,"

4-traders Tuesday, June 2, 2020 5:31:00 PM EAT

Andrew Sheets said : "The one thing the market would be very unforgiving of is the case count in the U.S. starting to go up again,"

4-traders Tuesday, June 2, 2020 4:41:00 PM EAT

Andrew Sheets said : "The one thing the market would be very unforgiving of is the case count in the U.S. starting to go up again,"

4-traders Tuesday, June 2, 2020 1:20:00 PM EAT

Andrew Sheets wrote : “We think that the Federal Reserve’s long-standing reluctance to take rates negative is well founded, and our economists and interest-rate strategists expect it to hold this line,”

news-yahoo Monday, May 18, 2020 8:41:00 PM EAT

Andrew Sheets wrote : “We think that the Federal Reserve’s long-standing reluctance to take rates negative is well founded, and our economists and interest-rate strategists expect it to hold this line,”

news-yahoo Monday, May 18, 2020 6:38:00 PM EAT

Andrew Sheets wrote : “We think that the Fed’s long-standing reluctance to take rates negative is well founded, and our economists and interest-rate strategists expect it to hold this line,”

news-yahoo Monday, May 18, 2020 2:51:00 PM EAT

Andrew Sheets said : "The scale of borrowing this time is just enormous and it will be hard for central banks to say five years from now they should be supporting bond markets because of the COVID outbreak in 2020,"

news-yahoo Wednesday, April 1, 2020 6:27:00 PM EAT

Andrew Sheets said : "We are moving 4% a day and that kind of high vol is unhealthy. I think that vol needs to stabilise before the broader market can heal,"

4-traders Wednesday, March 25, 2020 12:29:00 AM EAT

Andrew Sheets said : "To get investors back into the market I really would like to see the VIX not making new highs,"

wsau Tuesday, March 24, 2020 8:32:00 PM EAT

Andrew Sheets said : “One unresolved and really critical issue is what's going on in volatility,”

themalaymailonline Friday, March 20, 2020 3:51:00 AM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

firstpost Friday, March 20, 2020 2:45:00 AM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

firstpost Friday, March 20, 2020 1:25:00 AM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

news-yahoo Friday, March 20, 2020 12:43:00 AM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

4-traders Friday, March 20, 2020 12:38:00 AM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

4-traders Thursday, March 19, 2020 11:08:00 PM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

news-yahoo Thursday, March 19, 2020 10:46:00 PM EAT

Andrew Sheets said : “One unresolved and really critical issue is what's going on in volatility,”

businessday Thursday, March 19, 2020 9:58:00 PM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

news-yahoo Thursday, March 19, 2020 8:27:00 PM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

4-traders Thursday, March 19, 2020 6:29:00 PM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

news-yahoo Thursday, March 19, 2020 6:10:00 PM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

news-yahoo Thursday, March 19, 2020 4:31:00 PM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

4-traders Thursday, March 19, 2020 4:08:00 PM EAT

Andrew Sheets said : "The bond market has got this right all along. It sniffed out that the global economy was not in a good place and it was dead right," "Now it's saying that looking longer-term, maybe this is okay... It's consistent with the thinking that you have fiscal stimulus and you get better growth later"

news-yahoo Thursday, March 19, 2020 12:02:00 AM EAT

Andrew Sheets said : "The bond market has got this right all along. It sniffed out that the global economy was not in a good place and it was dead right," "Now it's saying that looking longer-term, maybe this is okay... It's consistent with the thinking that you have fiscal stimulus and you get better growth later"

channelnewsasia Wednesday, March 18, 2020 11:18:00 PM EAT

Andrew Sheets said : "The negatives of the drop in oil capital expenditures can easily offset the consumer savings,"

4-traders Wednesday, March 18, 2020 11:15:00 PM EAT

Andrew Sheets said : "The bond market has got this right all along. It sniffed out that the global economy was not in a good place and it was dead right," "Now it's saying that looking longer-term, maybe this is okay... It's consistent with the thinking that you have fiscal stimulus and you get better growth later"

4-traders Wednesday, March 18, 2020 11:15:00 PM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 5:04:00 PM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 4:34:00 PM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 2:15:00 PM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 12:42:00 PM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 12:09:00 PM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 11:04:00 AM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 9:31:00 AM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 4:00:00 AM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 12:48:00 AM EAT

Andrew Sheets said : “The market continues to believe we have this ‘Goldilocks’ situation. That stocks can continue to make new highs and a lot of assets can all perform well together,”

abs-cbnnews Friday, July 12, 2019 4:56:00 AM EAT

Andrew Sheets said : "The market continues to believe we have this 'Goldilocks' situation. That stocks can continue to make new highs and a lot of assets can all perform well together,"

smh Friday, July 12, 2019 4:51:00 AM EAT

Andrew Sheets said : "The market continues to believe we have this 'Goldilocks' situation. That stocks can continue to make new highs and a lot of assets can all perform well together,"

brisbanetimes Friday, July 12, 2019 4:11:00 AM EAT

Andrew Sheets said : "The market continues to believe we have this 'Goldilocks' situation. That stocks can continue to make new highs and a lot of assets can all perform well together,"

theage Friday, July 12, 2019 3:50:00 AM EAT

Andrew Sheets said : "The market continues to believe we have this 'Goldilocks' situation. That stocks can continue to make new highs and a lot of assets can all perform well together,"

watoday Friday, July 12, 2019 3:46:00 AM EAT

Andrew Sheets said : “The market continues to believe we have this ‘Goldilocks’ situation. That stocks can continue to make new highs and a lot of assets can all perform well together,”

theglobeandmail Thursday, July 11, 2019 11:47:00 PM EAT

Andrew Sheets said : “The market continues to believe we have this ‘Goldilocks’ situation. That stocks can continue to make new highs and a lot of assets can all perform well together,”

nytimes Thursday, July 11, 2019 10:10:00 PM EAT

Andrew Sheets wrote : “There comes a point for every analyst where you need to change your forecast or change your view. We’re doing the latter,”

marketwatch Tuesday, July 9, 2019 12:43:00 PM EAT

Andrew Sheets wrote : “many ways we could be wrong”

marketwatch Tuesday, July 9, 2019 12:43:00 PM EAT

Andrew Sheets explained : "The most straightforward reason for this shift is simple -- we project poor returns,"

xinhuanet_en Tuesday, July 9, 2019 1:13:00 AM EAT

Andrew Sheets added : "As markets have rallied over the last month, global trade and PMI data have continued to worsen. Global inflation expectations, commodity prices and long-end yields suggest little optimism about a growth recovery,"

xinhuanet_en Tuesday, July 9, 2019 1:13:00 AM EAT

Andrew Sheets wrote : "The market is underpricing the risk that companies lower full-year guidance,"

xinhuanet_en Tuesday, July 9, 2019 1:13:00 AM EAT

Andrew Sheets wrote : "Over recent weeks, you've heard us discussing why we think investors should fade the optimism from the recent G20,"

cnbc Monday, July 8, 2019 3:54:00 PM EAT

Andrew Sheets wrote : “Over recent weeks, you’ve heard us discussing why we think investors should fade the optimism from the recent G20. Why we think bad data should be feared rather than cheered because it will bring more central bank easing. Why we think the market is too optimistic on 2019 earnings and is underestimating the pressure from inventories, labour costs and trade uncertainty,”

business-standard Monday, July 8, 2019 2:29:00 PM EAT

Andrew Sheets wrote : “Over recent weeks, you’ve heard us discussing why we think investors should fade the optimism from the recent G20. Why we think bad data should be feared rather than cheered because it will bring more central bank easing. Why we think the market is too optimistic on 2019 earnings and is underestimating the pressure from inventories, labour costs and trade uncertainty,”

business-standard Monday, July 8, 2019 2:29:00 PM EAT

Andrew Sheets said : “Global PMIs have continued to fall. And Morgan Stanley’s Business Conditions Index, a survey of how our equity analysts feel about their companies, suffered its largest one-month decline ever in June. We believe all this signals risk to equities,”

business-standard Monday, July 8, 2019 2:29:00 PM EAT

Andrew Sheets said : "Melting up is hard to do," "We think that the most plausible bull case for the remainder of 2019 is one where better-than-expected China growth pulls up other regions"

cnbc Wednesday, May 1, 2019 11:24:00 PM EAT

Andrew Sheets says : “repeatedly mentioned as sectors investors feel comfortable allocating towards”

moneyweek Friday, April 19, 2019 1:19:00 PM EAT

Andrew Sheets said : “If the Fed stays dovish and the data weaken, volatility will go higher,” “If the data pick up and central banks are effectively saying we’re not going to tighten in the face of improving data, wouldn’t that generate a lot more risk-taking behavior? That would be volatile too”

news-yahoo Wednesday, April 17, 2019 2:53:00 AM EAT

Andrew Sheets said : "If the Fed stays dovish and the data weaken, volatility will go higher," "If the data pick up and central banks are effectively saying we're not going to tighten in the face of improving data, wouldn't that generate a lot more risk-taking behaviour? That would be volatile too"

nzherald Wednesday, April 17, 2019 12:02:00 AM EAT

Andrew Sheets disse : "Se o Fed continuar 'dovish' e os dados enfraquecerem, a volatilidade vai aumentar" "Se os dados melhorarem e os bancos centrais estiverem efetivamente dizendo 'não vamos apertar diante da melhora dos dados', isso não geraria um comportamento de maior exposição ao risco? Isso também seria volátil"

uol Tuesday, April 16, 2019 11:23:00 PM EAT

Andrew Sheets said : “If the Fed stays dovish and the data weaken, volatility will go higher,” “If the data pick up and central banks are effectively saying we’re not going to tighten in the face of improving data, wouldn’t that generate a lot more risk-taking behavior? That would be volatile too”

news-yahoo Tuesday, April 16, 2019 6:14:00 PM EAT

Andrew Sheets said : “If the Fed stays dovish and the data weaken, volatility will go higher,” “If the data pick up and central banks are effectively saying we’re not going to tighten in the face of improving data, wouldn’t that generate a lot more risk-taking behavior? That would be volatile too”

news-yahoo Tuesday, April 16, 2019 1:25:00 PM EAT

Andrew Sheets warned : "how often do greedy markets care about valuations?"

china Thursday, February 16, 2017 5:33:00 AM EAT

Andrew Sheets warned : "how often do greedy markets care about valuations?"

xinhuanet_en Thursday, February 16, 2017 12:25:00 AM EAT

Andrew Sheets said : "Europe is really easy to dislike and I actually think it works in its advantage," "The political risk in Europe is there but it's well flagged,"

cnbc Tuesday, November 29, 2016 5:47:00 PM EAT

Andrew Sheets said : "There remains a great deal of uncertainty over what type of president Trump will actually be. In an election that was dominated by coverage of tweets, videos and emails, policy questions received surprisingly little airtime,"

money-cnn Monday, November 14, 2016 7:25:00 PM EAT

Andrew Sheets added ( about President elect Trump ) : "Those questions are now crucial for markets. To a remarkable extent, investors we've spoken to both before and after November 8 disagree on what President-elect Trump will actually do,"

money-cnn Monday, November 14, 2016 7:25:00 PM EAT

Andrew Sheets said : "There remains a great deal of uncertainty over what type of president Trump will actually be. In an election that was dominated by coverage of tweets, videos and emails, policy questions received surprisingly little airtime,"

cnn Monday, November 14, 2016 7:20:00 PM EAT

Andrew Sheets added ( about President elect Trump ) : "Those questions are now crucial for markets. To a remarkable extent, investors we've spoken to both before and after November 8 disagree on what President-elect Trump will actually do,"

cnn Monday, November 14, 2016 7:20:00 PM EAT

Andrew Sheets said : “It’s still tough for the European equity market overall,”

bloomberg Thursday, September 15, 2016 2:09:00 PM EAT

Andrew Sheets said : "We think global growth really disappoints over the next 12 months -- particularly in developed markets, particularly in the U.S,"

irishsun Monday, July 18, 2016 9:59:00 PM EAT

Andrew Sheets said : “The fact that people are still nervous enough about future volatility suggests people are not all in,”

irishtimes Monday, January 25, 2021 9:21:00 PM EAT

Andrew Sheets said : “The fact that people are still nervous enough about future volatility suggests people are not all in,”

irishtimes Monday, January 25, 2021 1:01:00 PM EAT

Andrew Sheets said : “The fact that people are still nervous enough about future volatility suggests people are not all in,”

ft Monday, January 25, 2021 11:08:00 AM EAT

Andrew Sheets said : “Though challenges remain, we think this global recovery is sustainable, synchronous and supported by policy, following much of the ‘normal’ post-recession playbook,”

foreignaffairs-nz Sunday, January 3, 2021 7:26:00 AM EAT

Andrew Sheets said : "Though challenges remain, we think this global recovery is sustainable, synchronous and supported by policy, following much of the 'normal' post-recession playbook,"

xinhuanet_en Sunday, January 3, 2021 5:02:00 AM EAT

Andrew Sheets said : “We’ve now transitioned to an early-cycle environment, which implies strong profit growth that we believe is not yet priced into markets, despite the market’s recent rally,”

financialexpress Thursday, December 10, 2020 3:25:00 PM EAT

Andrew Sheets said : “Coming out of a recession, we think it pays to buy stocks with the lowest expectations,”

financialexpress Thursday, December 10, 2020 3:25:00 PM EAT

Andrew Sheets said : “To the extent yields rise, it’s likely to be on higher inflation expectations,”

financialexpress Thursday, December 3, 2020 9:18:00 AM EAT

Andrew Sheets said : “To the extent yields rise, it’s likely to be on higher inflation expectations,”

dailymaverick Thursday, December 3, 2020 12:07:00 AM EAT

Andrew Sheets said : “To the extent yields rise, it’s likely to be on higher inflation expectations,”

dailymaverick Wednesday, December 2, 2020 9:07:00 AM EAT

Andrew Sheets noted : “Rising COVID-19 cases are a risk, but keep the faith. 2020 witnessed once-in-a-century swings in the economy, policy and markets. 2021 will bring more normality,”

news18 Wednesday, November 25, 2020 12:53:00 PM EAT

Andrew Sheets noted : "Rising COVID-19 cases are a risk, but keep the faith. 2020 witnessed once-in-a-century swings in the economy, policy and markets. 2021 will bring more normality,"

wsau Wednesday, November 25, 2020 12:48:00 PM EAT

Andrew Sheets noted : "Rising COVID-19 cases are a risk, but keep the faith. 2020 witnessed once-in-a-century swings in the economy, policy and markets. 2021 will bring more normality,"

4-traders Wednesday, November 25, 2020 12:28:00 PM EAT

Andrew Sheets says : “These positions stand out for having attractive upside/downside across all election outcomes,”

financialexpress Friday, October 30, 2020 12:39:00 PM EAT

Andrew Sheets says : “While we think the S&P 500 would initially trade lower in a Blue Sweep scenario, as rates rise, we would ultimately view this as a ‘dip to buy’, with a bull market still intact,”

financialexpress Friday, October 30, 2020 12:39:00 PM EAT

Andrew Sheets said ( about Joseph Biden ) : "A Biden win could be the moment to shift away from Big Tech -- but not necessarily for regulatory reasons,"

BangkokPost Thursday, October 15, 2020 3:19:00 AM EAT

Andrew Sheets said ( about Joseph Biden ) : "A Biden win could be the moment to shift away from Big Tech - but not necessarily for regulatory reasons,"

wsau Wednesday, October 14, 2020 10:22:00 AM EAT

Andrew Sheets said ( about Joseph Biden ) : "A Biden win could be the moment to shift away from Big Tech - but not necessarily for regulatory reasons,"

4-traders Wednesday, October 14, 2020 9:08:00 AM EAT

Andrew Sheets said : "That rally in peripheral bonds has meant we are near our year-end target on spreads,"

4-traders Tuesday, October 13, 2020 3:33:00 PM EAT

Andrew Sheets said : “The glass half-full view of stimulus talks is if you don’t get it today you’ll get it tomorrow from whomever wins the election,”

bloomberg Wednesday, October 7, 2020 9:23:00 PM EAT

Andrew Sheets said : "The volatility will continue for a little while longer,"

4-traders Tuesday, September 22, 2020 11:22:00 PM EAT

Andrew Sheets said : "The volatility will continue for a little while longer,"

4-traders Tuesday, September 22, 2020 9:32:00 PM EAT

Andrew Sheets said : "The volatility will continue for a little while longer,"

4-traders Tuesday, September 22, 2020 1:36:00 PM EAT

Andrew Sheets said : "The volatility will continue for a little while longer,"

4-traders Tuesday, September 22, 2020 12:36:00 PM EAT

Andrew Sheets said : “I don’t think bonds can provide the standard historical returns investors are used to,”

news-yahoo Monday, August 3, 2020 7:16:00 AM EAT

Andrew Sheets said : “I don’t think bonds can provide the standard historical returns investors are used to,”

news-yahoo Monday, August 3, 2020 1:14:00 AM EAT

Andrew Sheets said : “Europe is a huge economy that doesn’t have a single safe asset and that drives a whole lot of inefficiencies,”

news-yahoo Friday, July 24, 2020 11:11:00 AM EAT

Andrew Sheets said : “Europe is a huge economy that doesn’t have a single safe asset and that drives a whole lot of inefficiencies,”

bloomberg Friday, July 24, 2020 10:51:00 AM EAT

Andrew Sheets said : “I’m more concerned going into the August, September period: what’s going to then be the next catalyst to take the broader market higher,”

ibtimes Wednesday, July 22, 2020 5:44:00 PM EAT

Andrew Sheets says : "If markets are pricing a 'V', they're going about it in an odd way,"

brisbanetimes Wednesday, July 15, 2020 4:26:00 AM EAT

Andrew Sheets says : "If markets are pricing a 'V', they're going about it in an odd way,"

watoday Wednesday, July 15, 2020 4:14:00 AM EAT

Andrew Sheets says : "If markets are pricing a 'V', they're going about it in an odd way,"

theage Wednesday, July 15, 2020 4:14:00 AM EAT

Andrew Sheets says : "If markets are pricing a 'V', they're going about it in an odd way,"

smh Wednesday, July 15, 2020 3:52:00 AM EAT

Andrew Sheets said : “Just by pressing the send button on Q2 earnings, your future earnings will rise. That will be optically important as we get through July,”

dailytimesPK Thursday, July 9, 2020 7:45:00 AM EAT

Andrew Sheets said : "Just by pressing the send button on Q2 earnings, your future earnings will rise. That will be optically important as we get through July,"

khaleejtimes Wednesday, July 8, 2020 2:12:00 PM EAT

Andrew Sheets said : "Just by pressing the send button on Q2 earnings, your future earnings will rise. That will be optically important as we get through July,"

news-yahoo Tuesday, July 7, 2020 8:08:00 PM EAT

Andrew Sheets said : "Just by pressing the send button on Q2 earnings, your future earnings will rise. That will be optically important as we get through July,"

channelnewsasia Tuesday, July 7, 2020 6:23:00 PM EAT

Andrew Sheets said : "Just by pressing the send button on Q2 earnings, your future earnings will rise. That will be optically important as we get through July,"

4-traders Tuesday, July 7, 2020 5:32:00 PM EAT

Andrew Sheets said ( about Fed Vice ) : "The simple reason the Fed will be skeptical is that you are asking a central bank to embark on a very risky change in policy, and it's not clear that where it has been attempted, it actually works,"

wsau Thursday, July 2, 2020 10:06:00 PM EAT

Andrew Sheets said ( about Fed Vice ) : "The simple reason the Fed will be skeptical is that you are asking a central bank to embark on a very risky change in policy, and it's not clear that where it has been attempted, it actually works,"

news-yahoo Thursday, July 2, 2020 10:05:00 PM EAT

Andrew Sheets said : “While the last four months have been exceptional, we think that this cycle has been, and will be, more ‘normal’ than appreciated,”

taipeitimes Monday, June 15, 2020 8:50:00 PM EAT

Andrew Sheets said : “While the last four months have been exceptional, we think that this cycle has been, and will be, more ‘normal’ than appreciated,”

hellenicshippingnews Monday, June 15, 2020 8:43:00 PM EAT

Andrew Sheets said : “While the last four months have been exceptional, we think that this cycle has been, and will be, more ‘normal’ than appreciated,”

themalaymailonline Monday, June 15, 2020 10:28:00 AM EAT

Andrew Sheets said : "While the last four months have been exceptional, we think that this cycle has been, and will be, more 'normal' than appreciated,"

4-traders Monday, June 15, 2020 9:33:00 AM EAT

Andrew Sheets said : "While the last four months have been exceptional, we think that this cycle has been, and will be, more 'normal' than appreciated,"

wsau Monday, June 15, 2020 9:25:00 AM EAT

Andrew Sheets said : "While the last four months have been exceptional, we think that this cycle has been, and will be, more 'normal' than appreciated,"

news-yahoo Monday, June 15, 2020 9:08:00 AM EAT

Andrew Sheets said : "The one thing the market would be very unforgiving of is the case count in the U.S. starting to go up again,"

4-traders Tuesday, June 2, 2020 5:31:00 PM EAT

Andrew Sheets said : "The one thing the market would be very unforgiving of is the case count in the U.S. starting to go up again,"

4-traders Tuesday, June 2, 2020 4:41:00 PM EAT

Andrew Sheets said : "The one thing the market would be very unforgiving of is the case count in the U.S. starting to go up again,"

4-traders Tuesday, June 2, 2020 1:20:00 PM EAT

Andrew Sheets wrote : “We think that the Federal Reserve’s long-standing reluctance to take rates negative is well founded, and our economists and interest-rate strategists expect it to hold this line,”

news-yahoo Monday, May 18, 2020 8:41:00 PM EAT

Andrew Sheets wrote : “We think that the Federal Reserve’s long-standing reluctance to take rates negative is well founded, and our economists and interest-rate strategists expect it to hold this line,”

news-yahoo Monday, May 18, 2020 6:38:00 PM EAT

Andrew Sheets wrote : “We think that the Fed’s long-standing reluctance to take rates negative is well founded, and our economists and interest-rate strategists expect it to hold this line,”

news-yahoo Monday, May 18, 2020 2:51:00 PM EAT

Andrew Sheets said : "The scale of borrowing this time is just enormous and it will be hard for central banks to say five years from now they should be supporting bond markets because of the COVID outbreak in 2020,"

news-yahoo Wednesday, April 1, 2020 6:27:00 PM EAT

Andrew Sheets said : "We are moving 4% a day and that kind of high vol is unhealthy. I think that vol needs to stabilise before the broader market can heal,"

4-traders Wednesday, March 25, 2020 12:29:00 AM EAT

Andrew Sheets said : "To get investors back into the market I really would like to see the VIX not making new highs,"

wsau Tuesday, March 24, 2020 8:32:00 PM EAT

Andrew Sheets said : “One unresolved and really critical issue is what's going on in volatility,”

themalaymailonline Friday, March 20, 2020 3:51:00 AM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

firstpost Friday, March 20, 2020 2:45:00 AM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

firstpost Friday, March 20, 2020 1:25:00 AM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

news-yahoo Friday, March 20, 2020 12:43:00 AM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

4-traders Friday, March 20, 2020 12:38:00 AM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

4-traders Thursday, March 19, 2020 11:08:00 PM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

news-yahoo Thursday, March 19, 2020 10:46:00 PM EAT

Andrew Sheets said : “One unresolved and really critical issue is what's going on in volatility,”

businessday Thursday, March 19, 2020 9:58:00 PM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

news-yahoo Thursday, March 19, 2020 8:27:00 PM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

4-traders Thursday, March 19, 2020 6:29:00 PM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

news-yahoo Thursday, March 19, 2020 6:10:00 PM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

news-yahoo Thursday, March 19, 2020 4:31:00 PM EAT

Andrew Sheets said : "One unresolved and really critical issue is what's going on in volatility,"

4-traders Thursday, March 19, 2020 4:08:00 PM EAT

Andrew Sheets said : "The bond market has got this right all along. It sniffed out that the global economy was not in a good place and it was dead right," "Now it's saying that looking longer-term, maybe this is okay... It's consistent with the thinking that you have fiscal stimulus and you get better growth later"

news-yahoo Thursday, March 19, 2020 12:02:00 AM EAT

Andrew Sheets said : "The bond market has got this right all along. It sniffed out that the global economy was not in a good place and it was dead right," "Now it's saying that looking longer-term, maybe this is okay... It's consistent with the thinking that you have fiscal stimulus and you get better growth later"

channelnewsasia Wednesday, March 18, 2020 11:18:00 PM EAT

Andrew Sheets said : "The negatives of the drop in oil capital expenditures can easily offset the consumer savings,"

4-traders Wednesday, March 18, 2020 11:15:00 PM EAT

Andrew Sheets said : "The bond market has got this right all along. It sniffed out that the global economy was not in a good place and it was dead right," "Now it's saying that looking longer-term, maybe this is okay... It's consistent with the thinking that you have fiscal stimulus and you get better growth later"

4-traders Wednesday, March 18, 2020 11:15:00 PM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 5:04:00 PM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 4:34:00 PM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 2:15:00 PM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 12:42:00 PM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 12:09:00 PM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 11:04:00 AM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 9:31:00 AM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 4:00:00 AM EAT

Andrew Sheets said : “We remain cautious, as we believe that a number of challenges remain,”

news-yahoo Monday, August 12, 2019 12:48:00 AM EAT

Andrew Sheets said : “The market continues to believe we have this ‘Goldilocks’ situation. That stocks can continue to make new highs and a lot of assets can all perform well together,”

abs-cbnnews Friday, July 12, 2019 4:56:00 AM EAT

Andrew Sheets said : "The market continues to believe we have this 'Goldilocks' situation. That stocks can continue to make new highs and a lot of assets can all perform well together,"

smh Friday, July 12, 2019 4:51:00 AM EAT

Andrew Sheets said : "The market continues to believe we have this 'Goldilocks' situation. That stocks can continue to make new highs and a lot of assets can all perform well together,"

brisbanetimes Friday, July 12, 2019 4:11:00 AM EAT

Andrew Sheets said : "The market continues to believe we have this 'Goldilocks' situation. That stocks can continue to make new highs and a lot of assets can all perform well together,"

theage Friday, July 12, 2019 3:50:00 AM EAT

Andrew Sheets said : "The market continues to believe we have this 'Goldilocks' situation. That stocks can continue to make new highs and a lot of assets can all perform well together,"

watoday Friday, July 12, 2019 3:46:00 AM EAT

Andrew Sheets said : “The market continues to believe we have this ‘Goldilocks’ situation. That stocks can continue to make new highs and a lot of assets can all perform well together,”

theglobeandmail Thursday, July 11, 2019 11:47:00 PM EAT

Andrew Sheets said : “The market continues to believe we have this ‘Goldilocks’ situation. That stocks can continue to make new highs and a lot of assets can all perform well together,”

nytimes Thursday, July 11, 2019 10:10:00 PM EAT

Andrew Sheets wrote : “There comes a point for every analyst where you need to change your forecast or change your view. We’re doing the latter,”

marketwatch Tuesday, July 9, 2019 12:43:00 PM EAT

Andrew Sheets wrote : “many ways we could be wrong”

marketwatch Tuesday, July 9, 2019 12:43:00 PM EAT

Andrew Sheets explained : "The most straightforward reason for this shift is simple -- we project poor returns,"

xinhuanet_en Tuesday, July 9, 2019 1:13:00 AM EAT

Andrew Sheets added : "As markets have rallied over the last month, global trade and PMI data have continued to worsen. Global inflation expectations, commodity prices and long-end yields suggest little optimism about a growth recovery,"

xinhuanet_en Tuesday, July 9, 2019 1:13:00 AM EAT

Andrew Sheets wrote : "The market is underpricing the risk that companies lower full-year guidance,"

xinhuanet_en Tuesday, July 9, 2019 1:13:00 AM EAT

Andrew Sheets wrote : "Over recent weeks, you've heard us discussing why we think investors should fade the optimism from the recent G20,"

cnbc Monday, July 8, 2019 3:54:00 PM EAT

Andrew Sheets wrote : “Over recent weeks, you’ve heard us discussing why we think investors should fade the optimism from the recent G20. Why we think bad data should be feared rather than cheered because it will bring more central bank easing. Why we think the market is too optimistic on 2019 earnings and is underestimating the pressure from inventories, labour costs and trade uncertainty,”

business-standard Monday, July 8, 2019 2:29:00 PM EAT

Andrew Sheets wrote : “Over recent weeks, you’ve heard us discussing why we think investors should fade the optimism from the recent G20. Why we think bad data should be feared rather than cheered because it will bring more central bank easing. Why we think the market is too optimistic on 2019 earnings and is underestimating the pressure from inventories, labour costs and trade uncertainty,”

business-standard Monday, July 8, 2019 2:29:00 PM EAT

Andrew Sheets said : “Global PMIs have continued to fall. And Morgan Stanley’s Business Conditions Index, a survey of how our equity analysts feel about their companies, suffered its largest one-month decline ever in June. We believe all this signals risk to equities,”

business-standard Monday, July 8, 2019 2:29:00 PM EAT

Andrew Sheets said : "Melting up is hard to do," "We think that the most plausible bull case for the remainder of 2019 is one where better-than-expected China growth pulls up other regions"

cnbc Wednesday, May 1, 2019 11:24:00 PM EAT

Andrew Sheets says : “repeatedly mentioned as sectors investors feel comfortable allocating towards”

moneyweek Friday, April 19, 2019 1:19:00 PM EAT

Andrew Sheets said : “If the Fed stays dovish and the data weaken, volatility will go higher,” “If the data pick up and central banks are effectively saying we’re not going to tighten in the face of improving data, wouldn’t that generate a lot more risk-taking behavior? That would be volatile too”

news-yahoo Wednesday, April 17, 2019 2:53:00 AM EAT

Andrew Sheets said : "If the Fed stays dovish and the data weaken, volatility will go higher," "If the data pick up and central banks are effectively saying we're not going to tighten in the face of improving data, wouldn't that generate a lot more risk-taking behaviour? That would be volatile too"

nzherald Wednesday, April 17, 2019 12:02:00 AM EAT

Andrew Sheets disse : "Se o Fed continuar 'dovish' e os dados enfraquecerem, a volatilidade vai aumentar" "Se os dados melhorarem e os bancos centrais estiverem efetivamente dizendo 'não vamos apertar diante da melhora dos dados', isso não geraria um comportamento de maior exposição ao risco? Isso também seria volátil"

uol Tuesday, April 16, 2019 11:23:00 PM EAT

Andrew Sheets said : “If the Fed stays dovish and the data weaken, volatility will go higher,” “If the data pick up and central banks are effectively saying we’re not going to tighten in the face of improving data, wouldn’t that generate a lot more risk-taking behavior? That would be volatile too”

news-yahoo Tuesday, April 16, 2019 6:14:00 PM EAT

Andrew Sheets said : “If the Fed stays dovish and the data weaken, volatility will go higher,” “If the data pick up and central banks are effectively saying we’re not going to tighten in the face of improving data, wouldn’t that generate a lot more risk-taking behavior? That would be volatile too”

news-yahoo Tuesday, April 16, 2019 1:25:00 PM EAT

Andrew Sheets warned : "how often do greedy markets care about valuations?"

china Thursday, February 16, 2017 5:33:00 AM EAT

Andrew Sheets warned : "how often do greedy markets care about valuations?"

xinhuanet_en Thursday, February 16, 2017 12:25:00 AM EAT

Andrew Sheets said : "Europe is really easy to dislike and I actually think it works in its advantage," "The political risk in Europe is there but it's well flagged,"

cnbc Tuesday, November 29, 2016 5:47:00 PM EAT

Andrew Sheets said : "There remains a great deal of uncertainty over what type of president Trump will actually be. In an election that was dominated by coverage of tweets, videos and emails, policy questions received surprisingly little airtime,"

money-cnn Monday, November 14, 2016 7:25:00 PM EAT

Andrew Sheets added ( about President elect Trump ) : "Those questions are now crucial for markets. To a remarkable extent, investors we've spoken to both before and after November 8 disagree on what President-elect Trump will actually do,"

money-cnn Monday, November 14, 2016 7:25:00 PM EAT

Andrew Sheets said : "There remains a great deal of uncertainty over what type of president Trump will actually be. In an election that was dominated by coverage of tweets, videos and emails, policy questions received surprisingly little airtime,"

cnn Monday, November 14, 2016 7:20:00 PM EAT

Andrew Sheets added ( about President elect Trump ) : "Those questions are now crucial for markets. To a remarkable extent, investors we've spoken to both before and after November 8 disagree on what President-elect Trump will actually do,"

cnn Monday, November 14, 2016 7:20:00 PM EAT

Andrew Sheets said : “It’s still tough for the European equity market overall,”

bloomberg Thursday, September 15, 2016 2:09:00 PM EAT

Andrew Sheets said : "We think global growth really disappoints over the next 12 months -- particularly in developed markets, particularly in the U.S,"

irishsun Monday, July 18, 2016 9:59:00 PM EAT