The Transcript 09.28.20

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Succinct Summary: The economy has improved a lot since the bottom, and headline economic activity is nearing a full recovery.  However, the recovery has not been shared equally.  There have been a small number of big economic winners and a much larger number of economic losers from COVID.  This will help keep the government pushing for more stimulus for a long time.  In the past, this stimulus has tended to help the winners even more. 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.

The Transcript 06.22.20

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Succinct Summary: Demand continues to bounce back but there are signs that a second wave of Covid may be bubbling up. 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.

The Transcript 04.06.20

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Succinct Summary: The next two weeks could be very painful for the US but hopefully we are approaching the peak for the growth of infections.  Still, the economy could be locked down for a long time and no one really knows how things will look as we come out of this.  It's hard to keep the consumer down. Reminder: This weekly newsletter is supported by donations from our readers. If you like what you are reading, click here to donate (Suggested donation: $10 per month). Help us keep the Transcript going.