US Executive Podcast – September 2021
Gregory Daco, Chief US Economist, is joined by Kathy Bostjancic, Chief US Financial Economist, to discuss the US economic outlook, Delta variant developments, supply chain concerns, inflation dynamics, fiscal policy developments and the Fed outlook.
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Why the cruise sector will rebound faster than after the Great Recession
The cruise sector was hit following the Great Recession by continued increases in capacity while travel demand slowed sharply – deep discounting was required at that time to spur demand. We are now seeing an apparent parallel trend as new cruise capacity spiked in 2022, despite travel remaining well below pre-pandemic norms in most destinations. In this webinar we describe the amount of additional new capacity that will be launched in coming years as well as demand expectations and why we believe sector recovery and cruise pricing will differ in this current cycle.
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The sovereign crises wave has broken, so has the resolution toolkit
The biggest wave of sovereign crises since the 1980s could be the most intractable ever, being caught in a geopolitical trap in which China and the Western-dominated IMF each have valid criticisms of the other’s deeply entrenched approach to resolution. We assess causes and prospects.
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