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The Transcript 05.10.21: Pent-up Demand

The Transcript 05.10.21: Pent-up Demand

 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…

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The Transcript 05.02.21: No time to taper?

The Transcript 05.02.21: No time to taper?

The US economy is surging and life is returning to normal. Consumers have healthy balance sheets and inflation is a hot topic. Companies in hard-hit industries are even talking about having a difficult time finding staff. The Fed seems to…

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The Transcript 04.26.21: The economic dam is bursting

The Transcript 04.26.21: The economic dam is bursting

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…

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The Transcript 04.19.21: So. Much. Liquidity.

The Transcript 04.19.21: So. Much. Liquidity.

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…

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The Transcript 04.12.21: Reopening euphoria

The Transcript 04.12.21: Reopening euphoria

Tens of millions of Americans have now been fully vaccinated and the fun is just beginning. Re-opening euphoria and pent-up demand could lead to an economic boom that lasts into 2023. Supply chains, especially semiconductors, are still feeling the effects…

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