Macroeconomics
Where Are the Bankruptcies?
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
The Road from Here: Global Market Perspectives with Bloomberg’s John Authers
Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.
Resiliency & Risks in Global Financial Systems
COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.
Crisis & Recovery: What Economic and Epidemic Models Are Telling Us
Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.
Coronavirus and Inflation: Pricing the Pandemic
COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?
View from Washington: How Might COVID-19 Impact Election Season?
VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.