Economics

COVID as a Catalyst: Will Efficiency Fall by the Wayside in a Riskier World?

COVID as a Catalyst: Will Efficiency Fall by the Wayside in a Riskier World?

by Matthew D. Palazzolo, Christopher Brigham
For decades, efficiency has been the name of the game for corporate management. Now that the coronavirus has exposed the benefits of robustness, supply chains and capital allocation policies may change. Companies may also take another look at automation, using the recession and pandemic as a catalyst to substitute capital for labor, leading to consequences for their finances, their employees, and the economy overall.

Coronavirus, Economics, Equities


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COVID As A Catalyst: A Tailwind for Technological Adoption

COVID As A Catalyst: A Tailwind for Technological Adoption

by Matthew D. Palazzolo, Christopher Brigham
The coronavirus pandemic condensed years of technological adoption into a matter of months. Companies and industries who can take advantage of the shifts to remote working, telehealth, and online education will benefit. Those who cannot were already vulnerable and are now even more at risk. We analyze these trends and the likely winners and losers.

Coronavirus, Economics, Equities


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The Fed Didn’t Ease More...Is That a Missed Opportunity?
COVID as a Catalyst: The Long-Run Economic and Societal Impact of COVID-19
COVID as a Catalyst: The End of the Era of Good Macro?

COVID as a Catalyst: The End of the Era of Good Macro?

by Matthew D. Palazzolo, Christopher Brigham
We’ve all benefitted from the past few decades of “good macro”—low inflation, falling interest rates, and stable growth. Given the unprecedented economic shock to the system from the coronavirus pandemic and the staggering increase in the national debt and money supply in response, are we at increased risk of a “bad macro” environment in the future?

Coronavirus, Economics


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What We Can Learn from China’s Rapid Normalization
Is the US Turning into Japan?

Is the US Turning into Japan?

by Greg Young
Today’s pandemic response has the US doubling down on the low rates, aggressive stimulus, and barely-there price inflation that have lingered since the financial crisis. Is the US headed down the same path Japan took decades ago?

Economics


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How Will the Coronavirus Change the Role of Central Banks?
The Market and Negative US Rates: Right Idea, Wrong Tool
Why Is The Stock Market Rising While The Economy Is Falling?
The Coronavirus Policy Wave: When Will the Bill Come Due?
Coronavirus Challenges the European Project
Coronavirus and the US Economy: How Big Will the Hit Be?
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