Matthew Luzzetti

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In a new Podzept podcast episode moderated by Matthew Barnard, Head of Company Research US - Matthew Luzzetti, Chief US Economist and Frank Kelly, Head of Public and Government Affairs, discuss how they think Biden’s initial 100-day+ plan might look like. [mehr]

14. Januar 2021

Biden’s first 100 days

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Back in early December most thought the chance of Republicans losing both Georgia Senate run-off seats was pretty low. That has now happened, with a so-called blue sweep upon us. About a week until inauguration, we discuss how we think Biden’s initial 100-day+ plan might look like. [mehr]

2. Dezember 2020

US political developments and implications for the economic outlook

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In a new Podzept podcast Matthew Barnard, head of company research, US speaks with Matthew Luzzetti, chief US economist and Frank Kelly, Head of Government & Public Affairs, North America & LatAm what to expect from the Biden administration and the implications for the US economic outlook for 2021. [mehr]

2. Dezember 2020

US political developments and implications for the economic outlook

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We look at what to expect from the Biden administration and discuss the implications for the US economic outlook for 2021. [mehr]

28. Oktober 2020

Election could bring sweeping changes to the economic outlook

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Matthew Luzzetti

The 2020 election is now less than a week away. While all elections have implications for the economic outlook, the two candidates for this year’s contest have historically divergent views on pretty much all important aspects of the economic policy landscape. In this podcast, we consider the implications for the economic outlook of the four possible combinations of president and Senate. [mehr]

28. Oktober 2020

Election could bring sweeping changes to the economic outlook

Autor:

The 2020 election is now less than a week away. While all elections have implications for the economic outlook, the two candidates for this year’s contest have historically divergent views on essentially all important aspects of economic policy. In this podcast, we consider the implications for the economic outlook of the possible combinations of president and Senate. [mehr]

13. Mai 2020

COVID-19 and the Impact of US Jobs

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Brett Ryan, Justin Weidner, Matthew Luzzetti

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After shrugging off a historic plunge in April employment, market participants will likely need to digest further record-setting monthly declines in core CPI inflation as well as April retail sales and industrial production. However, with financial markets seemingly numb to the bad data news, Fed Chair Powell's appearance on Wednesday may overshadow what is likely to be epic weakness in this week's economic data. [mehr]

12. Mai 2020

COVID-19 and the Impact of US Jobs – episode 3

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4. Mai 2020

A less than grand reopening

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Brett Ryan, Justin Weidner, Matthew Luzzetti

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It is now evident that the US economy is in the midst of the most severe contraction in the post-World War II era, one which could produce a record quarterly contraction in output in the second quarter and an unemployment rate above 17% in April. The path beyond the Q2 contraction is, however, remarkably uncertain. [mehr]

4. Mai 2020

A less than grand reopening – episode 2

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24. April 2020

Higher debt is a necessary price to pay – episode 1

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The US economy is experiencing unprecedented disruptions that have led to a sudden stop in activity. The result will be the most dramatic decline in GDP and sharpest rise in unemployment in the post-World War II period. Matthew Luzzetti, Chief US Economist shares his insights. [mehr]

24. April 2020

Higher debt is a necessary price to pay

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Brett Ryan, Justin Weidner, Matthew Luzzetti

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