The Road to Reopening
As Pfizer and Moderna leap regulatory hurdles, how long will it be until vaccines allow for the U.S. to fully reopen?
All posts filed under: Archive
High Economy: Impacts of Marijuana Legalization on the US Economy
Following the November election, four new states– New Jersey, South Dakota, Montana, and Arizona– joined Colorado and Washington and nine others as states that legalized recreational and medical cannabis…
The New Normal: Learning Losses from COVID
The global economic implications of COVID-19 have been dominating the headlines this year, but one facet of today’s economy that is often overlooked is the learning loss that can quantifiably wreak havoc on future GDP.
Nvidia Steals Intel’s Thunder
Recently, Nvidia’s decision to purchase ARM has shocked numerous companies in the semiconductor industry…
College Costs and COVID-19
The COVID-19 pandemic has dramatically altered the way we interact with each other — especially in the academic sphere…
The Global Life Vest; The U.S Dollar Domination During the Pandemic
While the dollar’s hold on global financial markets remains to be challenged, anti-dollar sentiment has all but disappeared as the Fed’s actions have heavily reinforced the dollar’s ethos in the wake of the pandemic…
Two trends that will determine China’s recovery
China’s recovery from COVID-19 crisis remains uneven, with state investment and production leading a relatively weak consumer recovery. Two important trends are emerging that provide insight into both the near term growth trajectory, and how the investment landscape might shape up.
Crude: The Perfect Storm
By Aaron Putham Crude oil demand destruction caused by COVID-19 is expected to be the largest on record, which has created concern about where to store all the unused oil At this stage the only cure for low oil prices will be low oil prices Over the next 12-18 months, the opportunity to play a rebound is more compelling in individual equities and credit market than crude itself The View Oil fundamentals are undoubtedly bearish. Although one may be tempted to think this is already in the price, given crude is down over 60% YTD and at multi-decade lows, the nature of this particular shock keeps short-term risks skewed to the downside. This crisis has a direct impact on the transportation sector, which represents 65% global crude demand and will be substantially depressed in the near term. Prompt WTI prices are unlikely to sustain levels above $30/barrel(bbl) through autumn of this year and we could reasonably touch $10/bbl at some point in the upcoming months. Why are commodities different than equities? Looking back at the …
Complexity Economics
Studying the connections between the parts in the system reveals more information than strictly studying the separate fragments
Good in Theory: Insurance Sales Across State Lines
Ideally, the sale of insurance across state lines would drive down the price of plans. But in reality it will do the opposite for people who need them the most.
