The Transcripts

The Transcript: 2020 Year in Review

December 21, 2020

The Year in Review: 2020 was an unprecedented year and The Transcript covered the economy throughout all of its twists and turns. Even though China was battling Covid in 2019, no one really knew what was in store for all of us in 2020. Technology, capital markets, and housing were three industries that boomed. While the stimulus was integral, the economic hero of 2020 was the US consumer. Optimism is high that 2021 will be a more normal year.

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The Transcripts

The Transcript 08.31.20

By Mokaya on

August 31, 2020

- The Transcripts

Succinct Summary: The last week of summer before labor day is usually one of the slowest weeks of the year but this year it feels like things are moving at an incredibly fast pace. Companies are looking to the future and beginning to permanently rationalize their cost structure. Business travel budgets are likely to be cut for a long time. Temporary layoffs are also becoming permanent. In the near term economic activity is still very strong though. We’re seeing a terrific end of the summer. And the Fed is hoping it stays that way in the fall.

Editor’s Request: This weekly newsletter is made possible by donations from our readers. If you like what you are reading, click here to donate (Our suggested donation: $10 per month). Help us keep The Transcript going.

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The Transcripts

The Transcript 03.02.20

By Mokaya on

March 2, 2020

- The Transcripts

Succinct Summary: Worries about the impact of the Coronavirus are at the top of mind for management teams. The positive thing is activity is picking up in China and the impact is not expected to be long-term. Short -term worries persist, but elections may be the bigger long term risk to US markets in 2020.

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