In this episode of The Transcript Podcast, we cover the strong reopening with sold-out concerts and huge pent up demand for travel and entertainment, the heightened talk about inflation in earnings calls and The Transcript’s move to Substack
The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of the hardest-hit industries’ activity is beginning to tick back up above 2019 levels. Along with that boom, there are clear signs of inflation and concerns about overheating. Even Janet Yellen seemed concerned for a few hours last week.
In this episode of The Transcript Podcast, we cover continuing strength in the US economy, the high pent up demand for things like entertainment, and how companies are coping with chip shortages
In this episode of The Transcript Podcast, we cover the increasing discussions around inflation in earnings calls, interesting quotes from Netflix Q1 earnings call, and how companies are responding to shortages in the semiconductor industry.
The economic dam is bursting and the economy is booming. Demand in the US was described as “very, very strong” and “phenomenal” thanks to strong consumer balance sheets and vaccinations. Supply chains are still disrupted and there are significant inflation pressures.
We cover Banks Q1 2021 earnings, vaccination rates in Europe & US, and the inflation discussion.
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 and we are spending. Institutional investors are increasingly concerned about inflationary pressures.
We cover the opening euphoria in the US, the persistent shortages in the semiconductor industry, and our expectations for the earnings season ahead.
We cover how the accelerated vaccination rate is driving up confidence among executives, the continued supply chain challenges causing inflation pressures and NFTs.
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 for business? Supply chains are still bottlenecked, leading to inflation pressure. The blockage of the Suez Canal won’t help that