Media Appearances

The Fed cut rates without having inflation data from October or November. According to SanJac Alpha CIO Andrew Wells, the decision could look reckless by January if inflation accelerates.

As the Fed heads into its final meeting of 2025, what can investors expect? CIO Andrew Wells believes the Fed will cut rates and shares his perspective on market conditions and his outlook as we head into the new year.

With the Nasdaq up ~20% and the S&P 500 up ~15%, SanJac Alpha CIO Andy Wells believes the market will be in a good place if it maintains these gains through year end. He shares his outlook with Schwab.

Can the bond market help unlock the stalled housing market? According to CIO Andrew Wells, even though everyone may want the rates to come down, “it’s not going to happen unless the bond market wants it to happen.” CIO Andrew Wells in MarketWatch.

The market is in uncharted territory, and the Fed will likely be cutting rates to appease the market – but it may lead to a steeper yield curve. CIO Andrew Wells talks with Chuck Jaffe on The Money Life podcast.

Housing affordability is back in the headlines – are we headed for a “housing emergency? Andrew Wells, SanJac Alpha CIO, recently spoke with Barron’s about why this matters for investors, even if they aren’t in the market to buy a home.

“When the bond market thinks the Fed has made a mistake, the long end of the curve tells the story.” Andrew Wells, CIO, shared his market insights following the release of the FOMC notes.

Are the markets becoming comfortable with trade news? CIO Andrew Wells discusses the trade deals made to date, and why he believes we may be past the extreme market reactions.

Global stocks rose Monday while oil prices dropped sharply from multi-month highs, with markets showing little reaction to Middle East tensions. CIO Andrew Wells spoke with Reuters sharing his takeaway.

Interest rates aren’t moving. Inflation isn’t backing down. What does that mean for investors moving forward in this environment? CIO Andrew Wells shares his take with Chuck Jaffe on Money Life.

What does a U.S. credit downgrade really mean for the markets? CIO Andrew Wells shared his insights on the move with Nikkei. He explained why it didn’t impact his strategy and what investors should be watching instead.

“As tariffs and trade agreements get sorted out, we believe the current tumultuous nature of the market should be transitory in nature because they’re directly related to trade agreements.” CIO Andrew Wells shares market insights on Schwab Network.

U.S. Treasury yields have retreated, and inflation is rising – are we in a stagflation? Andrew Wells shares his thoughts with TradingView.

Credit conditions are easing, making it easier for companies to borrow funds to complete deals. This is just one factor that can be attributed to the 2025 M&A boom. Andrew Wells talks outlook and stocks with MarketWatch.

“The stock market expects, and the bond market reflects.” CIO Andrew Wells shares his thoughts on the market and the reaction to the new administration.