The economic impact according to a major investment bank’s private briefing

31 March 2020 I participated in a call this evening with a major investment bank, where two well-known economists and a tax policy expert discussed the economic impact on the US and the US fiscal and policy response.  As with many such discussions, it was on a not-for-attribution basis. I won’t summarise the entire call,Continue reading “The economic impact according to a major investment bank’s private briefing”

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A sequel to last Sunday’s private conversation with experts and investors

29 March 2020 Last Sunday, I shared hot-off-the-press notes from a two-hour private conference call with 15 experts and >150 major investors. The hosts of that call organized a sequel tonight following the same format, and I’m happy to share those notes now — literally minutes after leaving the call. Again, we had 15 experts,Continue reading “A sequel to last Sunday’s private conversation with experts and investors”