Succinct Summary: The economy has had a strong but incomplete recovery. The worst seems to be over but there's still a long way to go. For many industries, this looks like a K shaped recovery. 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.
Succinct Summary: Companies are now growing increasingly worried about the short-term impact of the Coronavirus. Those with exposure to China are issuing wider-than-normal guidance. Despite this, most are cautiously optimistic on overall growth.
Succinct Summary: The consumer is strong but manufacturing is weak. Everyone is tired of Brexit and tech IPOs probably still have a path to market as long as they have a path to profitability.