The Podcast
We cover the opening euphoria in the US, the persistent shortages in the semiconductor industry, and our expectations for the earnings season ahead.
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The Podcast
We cover how the accelerated vaccination rate is driving up confidence among executives, the continued supply chain challenges causing inflation pressures and NFTs.
The Newsletter
Confidence is high in the US thanks to strong vaccination rates. What will the new normal look like though? Offices could re-open by summer, but how much will we continue to work from home? And how much will we travel for business? Supply chains are still bottlenecked, leading to inflation pressure. The blockage of the Suez Canal won’t help that
The Podcast
We cover the positive developments in travel and bookings, institutional investor’s concerns about inflation, and quantum computing featuring Honeywell.
The Newsletter
It’s hard to remember that there’s still a pandemic going on. Vaccination rates have increased and it looks like we may be on the cusp of a roaring 20s. Consumers are healthy and eager to make up for lost time–booking travel and eating out. Offices will probably re-open by the end of summer but working from home is likely to remain an option.
The Podcast
We cover the retailers posting very strong comps, the pain companies are facing with tight supply chains and congested ports and the end of the era of the internal combustion engine.
The Newsletter
As vaccines continue to be administered the end of the pandemic appears to be at hand. People are resuming normal lives and pent up demand is being unleashed. Consumers are looking forward to a summer filled with travel and congregation with family and friends. Even the Fed is noticing the brighter outlook. The world is opening back up but it probably won’t ever be the same as it was before the Pandemic.
The Podcast
We cover the latest from the travel and leisure industry, the economics of the food delivery market, and musings from the latest Berkshire Hathaway Annual Report.
The Podcast
In this episode of The Transcript Podcast, we cover the rising optimism that the second half of 2021 will be better, the high e-commerce ambitions of Walmart, and the new form of internet identification that is UID 2.0.
The Newsletter
Vaccines continue to be administered and supply will likely open up, even more, starting in April. Consumers have been dreaming of a return to normal and we appear to be at the cusp. The result of vaccination could be an explosion of pent-up demand for hardest-hit industries and a much better second half than people expect. Still, strong demand is putting pressure on supply chains and creating inflationary pressures. Given that stimulus is dependent on a K-shaped recovery, normalization could bring its own economic disruptions.