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The Transcript 04.19.21: So. Much. Liquidity.

The Transcript 04.19.21: So. Much. Liquidity.

The economy is booming and companies are expecting robust growth in the second half of 2021 and 2022. Travel is starting to rebound and cities are coming back to life. Stimulus has left consumers with a tremendous amount of liquidity…

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The Transcript 04.12.21: Reopening euphoria

The Transcript 04.12.21: Reopening euphoria

Tens of millions of Americans have now been fully vaccinated and the fun is just beginning. Re-opening euphoria and pent-up demand could lead to an economic boom that lasts into 2023. Supply chains, especially semiconductors, are still feeling the effects…

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The Transcript 03.29.20: Higher Confidence

The Transcript 03.29.20: Higher Confidence

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…

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The Transcript 03.22.20

The Transcript 03.22.20

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…

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The Transcript 03.08.20

The Transcript 03.08.20

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…

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