Registration is complimentary for financial advisors.
Summary: Not since the World Wars of the previous century have global economies and markets faced the sudden stop economics, massive stimulus measures, mass behavioral change and adoption of new monetary theories (MMT). Renaissance Macro provides clients with data driven insight matched with decades of experience in triangulating the macro-pillars of money management: economic, policy, and strategy. Understanding where we are in the market cycle, what history tells us about the future, and unique issues of today stretch beyond the election, a COVID cure and even 2021. Policy will be a big driver beyond the election, and Steve Pavlick will discuss the political calculus and priorities of both parties in the next cycle. Neil Dutta heads economics and will discuss the temporary and potentially permanent impact COVID will have on the economy going forward, the importance of housing, manufacturing, jobs and productivity on the shape of the recovery and his out-of-consensus view. More...