The Biden Economy, the Weimar Republic, and Conte's Close Call
Demography Unplugged with Neil Howe - Un pódcast de Hedgeye Risk Management
In this latest issue of my weekly podcast, we discuss the future of the economy. I predict we will see three distinct phases. In the next few weeks, the economy will continue to decelerate, with accompanying market turbulence, to the mobility drop associated with Covid-19. But going forward over the next several months into the summer, both will go strongly positive, buoyed by the vaccine and Biden stimulus. In 2H, however, look for outlook to darken just when the party is rockin'--due ...
