The Transcripts

The Transcript 12.07.20

December 7, 2020

Succinct Summary: Consumer spending remains strong and Black Friday was successful. A third wave of COVID has made the near term outlook worse, but the medium to long term looks much brighter thanks to vaccines. Tech spending continues to outpace overall GDP growth and probably will continue to surge after the pandemic is over. The driver of spending has moved from devices towards data infrastructure and management.

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The Transcripts

The Transcript 06.29.20

By Mokaya on

June 29, 2020

- The Transcripts

Succinct Summary: Cases are rising especially in the emerging economies and the IMF is projecting a deeper recession.

The Transcripts

The Transcript 12.16.19

By Mokaya on

December 16, 2019

- The Transcripts

Succinct Summary: The consumer continues to show strength with higher holiday spending. Business spending isn’t quite as strong though but companies, especially small businesses, are optimistic. As such, most CEOs don’t expect a recession in 2020. Historically, presidential election years are usually good for the stock market.

The Transcripts

The Transcript 12.09.19

By Mokaya on

December 9, 2019

- The Transcripts

Succinct Summary: The story has been the same for most of this year. Consumer spending and sentiment remains strong while business investment and sentiment stay weak. There may be signs of an industrial uptick in China though.