Matthew Luzzetti

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

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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. [more]

December 2, 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. [more]

December 2, 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. [more]

October 28, 2020

Election could bring sweeping changes to the economic outlook

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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]

October 28, 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. [more]

May 13, 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. [more]

May 12, 2020

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

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May 4, 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. [more]

May 4, 2020

A less than grand reopening – episode 2

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April 24, 2020

Higher debt is a necessary price to pay

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Brett Ryan, Justin Weidner, Matthew Luzzetti

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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. [more]

April 24, 2020

Higher debt is a necessary price to pay – episode 1

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