A Tale Of Two Economies

To cap off a relatively “normal” week, Tony, John, and Brendan talk through what we’ve learned so far from Q2 earnings and how they represent the divergence in how companies have fared during the pandemic. The gang also takes a global look at the European economy, ECB fiscal stimulus, and how U.S.-China tensions have evolved from trade disputes to cultural confrontation. Plus, they take a look ahead to upcoming earnings.

Produced by Hamilton Place Strategies and Markets Policy Partners, the HPS Macrocast features insight and analysis on the latest macroeconomic trends. Subscribe on Apple Music or Spotify.