Matthew Luzzetti

Matthew Barnard, Matthew Luzzetti, Peter Hooper

A deep dive into what we are expecting from the Fed and why the market is pricing in a different path than the Fed's guidance. [more]

March 24, 2021

An updated world outlook

Analyst:

A year ago, markets were in freefall. The Covid pandemic was still largely in its infancy, but investors were quickly realizing that a massive recession was looming. Fast forward to today and the conversation is very different as we contemplate if growth will run too hot, how high will inflation get and could the Fed fall behind the curve. [more]

January 14, 2021

Biden’s first 100 days

Analyst:

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. [more]

January 14, 2021

Biden’s first 100 days

Region:

Analyst:

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. [more]

December 2, 2020

US political developments and implications for the economic outlook

Analyst:

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

December 2, 2020

US political developments and implications for the economic outlook

Region:

Analyst:

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. [more]

October 28, 2020

Election could bring sweeping changes to the economic outlook

Region:

Analyst:

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. [more]

October 28, 2020

Election could bring sweeping changes to the economic outlook

Analyst:

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. [more]

May 13, 2020

COVID-19 and the Impact of US Jobs

Region:

Brett Ryan, Justin Weidner, Matthew Luzzetti

Analyst:

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. [more]

May 12, 2020

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

Analyst:

May 4, 2020

A less than grand reopening

Region:

Brett Ryan, Justin Weidner, Matthew Luzzetti

Analyst:

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. [more]

May 4, 2020

A less than grand reopening – episode 2

Analyst: