Covid-19: Where We Go From Here

Covid-19: Where We Go From Here

Well into the COVID-19 pandemic, countries continue to grapple with managing the virus while restoring economic activity. Where the virus will go from here, what that means for the economy and markets—and how the vaccine outlook might impact everything—is Top of Mind. In this episode, Allison Nathan speaks to Harvard’s Dr. Marc Lipsitch, who believes that the rising expectation for a resolution of the pandemic in 2021 is a plausible best-case scenario, but one we likely won’t be sure of until at least midyear. Our own Jan Hatzius argues that economic activity should be able to normalize further even if the virus remains an issue, and that a vaccine would only reinforce the economic recovery. Finally, Allison asks CEPI CEO, Dr. Richard Hatchett, if the rise in vaccine optimism is warranted. He’s also hopeful about the vaccine timeline, but cautions vaccines likely won’t be a magic bullet. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(19)

The IPO SPAC-Tacle

The IPO SPAC-Tacle

With the strength of the IPO market and the surge in IPOs via SPACs continuing into 2021, host Allison Nathan, creator and editor of the firm’s Top of Mind report, asks experts whether or not these tr...

2 Feb 202128min

What’s In Store For The Dollar

What’s In Store For The Dollar

After the US Dollar surged in late March as investors rushed to its safety amid the global onset of the coronacrisis, its value has since declined sharply. As uncertainty about the virus trajectory an...

10 Nov 202030min

Beyond 2020: Post-Election Policies

Beyond 2020: Post-Election Policies

The US presidential election is shaping up to be one of the most contentious and consequential in modern history, making its potential policy, growth and market implications Top of Mind. In this epi...

5 Okt 202029min

Investing in Racial Economic Equality

Investing in Racial Economic Equality

America appears to be at a point of reckoning with its long history of social and economic racial inequality. How to close the large and persistent Black-white earnings and wealth gaps central to this...

20 Jul 202032min

Daunting Debt Dynamics

Daunting Debt Dynamics

Government deficits, debt issuance and debt levels are set to surge as countries race to ease the economic impact of the coronacrisis. This raises many questions: who will finance this debt, will it f...

1 Jun 202032min

Reopening the Economy

Reopening the Economy

With mitigation measures leading to an apparent leveling off of case growth globally at the same time that the economic costs of such measures continue to mount, several countries around the world hav...

30 Apr 202026min

Oil’s Seismic Shock

Oil’s Seismic Shock

The global oil market is experiencing a massive demand shock, with demand for transportation fuels sitting in the crosshairs of the coronavirus crisis. At the same time, major oil producers have engag...

6 Apr 202026min

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