This afternoon, JT, Tom and I discussed a political an economic catalyst calendar for the ages and how disconnected it might be from forward estimate trends. Replay available with links below:
Healthcare & Health Policy Subscribers: CLICK HERE for video & audio replays.
Macro Policy Subscribers: CLICK HERE for video & audio replays.
Timestamps:
Intro: 1:33-2:40
Update on COVID-19 Data: 2:41-6:20
Catalyst Calendar (including aid for state and local government and Stimulus IV): 6:20-15.48
Disparate Impact of COVID-19 on Minorities and the Poor (including federal reforms and impact on Georgia primary): 15:49-25:35
Battleground States and Impact of COVID-19 25:36-41:42
Texas. Open Too early? 41:43-42:21
Intro to Fundamentals 42:21-45:00
Estimate Trends: 45:01-49:39
Fundamental Quads: 49:39-51:07
Q&A: 51:07-1:03
Please let us know if you have any questions.
Emily Evans
Managing Director – Health Policy
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James R. (JT) Taylor
Managing Director, Macro Policy
Chief Political Strategist