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Welcome to the eighth edition of our podcast series: Talking Data, which offers timely insights into macro data and its impact on the economy and markets. Our podcast features Jim Bianco of Bianco Research.
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\nIn today\u2019s installment, Jim will provide his insight on the second wave of COVID.
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\nTopics Include:
\n\u2022 Europe is having a second wave. What does it mean?
\n- How bad is it and what are the changes?
\n- Will/can it spread to the US?
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\n\u2022 Will a second wave stall financial markets/the economy?
\n- Valuations are high. The market needs faster growth that justify current levels.
\n- The problem is the economy is stalling and a second wave will pull back economic activity even further.
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\n\u2022 Will any of this move interest rates?
\n- Higher rates implied a return on inflation and lower rates imply a serious economic downturn. Either is a problem for risk assets.
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\n\u2022 Will a "medical bailout" save us?
\n- The game changer is a vaccine or treatment. But when?
\n- goodjudgement.io says "not before July 1."
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\nFor more information please contact Gus Handler at gus.handler@arborresearch.com