The Penta Podcast Channel

Macrocast: A Tale Of Two Economies

July 17, 2020 Hamilton Place Strategies Season 2 Episode 32
The Penta Podcast Channel
Macrocast: A Tale Of Two Economies
Show Notes

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.