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The Transcripts

The Transcript 12.14.20

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December 14, 2020

- The Transcripts

Succinct Summary: Capital markets are ending 2020 with a bang thanks in part to last week’s hot IPOs.  Business leaders are feeling confident about 2021 and expect next year’s earnings to exceed 2019’s.  Consumer spending is similarly strong.  Even the housing market is stronger than in ’05.  It’s a K shaped recovery for some industries but a vaccine should unleash pent up demand and high unemployment means that interest rates will stay low for longer. Readers should keep an eye on growing supply chain bottlenecks.  This could be a source of some inflationary pressure.

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 08.16.20

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August 16, 2020

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Succinct Summary: The Great Recession of ’08 pales in comparison to the kind of recession that we have here. The UK just recorded the worst quarterly recession on record. The virus levels remain stubbornly high in many places. The hope comes from the modest recovery in some hard-hit industries. 

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 06.15.20

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June 15, 2020

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Succinct Summary: We are clearly in a recession with very low visibility on how we are going to come out of it. Companies are also seeing consumers move away from credit as they also shift away from discretionary spending. On the positive, there are some promising signs of recovery as shorter cycle businesses like auto come back. 

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The Transcripts

The Transcript 03.16.20

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March 16, 2020

- The Transcripts

Succinct Summary:  The Transcript this week is all about the Coronavirus that is rapidly spreading globally and crippling the global economy.  This is not only an economic setback but also a major humanitarian crisis. We hope, as do many, that the effects are transitory and that this will be our finest hour!

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