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Nov 8, 2021
11/21
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sharfstein: we certainly hope so. are some theories that some of the pandemics in the late 19th centuries were actually coronavirus that turned into the common cold we have today. we are not going to know what happens for a number of years. in the meantime, we should do what we can to protect ourselves. jonathan: good to catch up. i need to talk about numbers out of ubs, price targets for the s&p 500. targeting 4650, downside from where we were on the closing level of 1%. this into the price targets going forward. 4850 by year-end 2022, 5k by the end of 2023, not much upside. into 2023 year end, they see 6.4% upside from where we were friday. for financial conditions, slowing growth in the second half of 2022, flattening of eps growth to below trend levels and more notable derating in the back half of next year. it seems to me the inflation point seems to be the back half of next year. lisa: you do have a withdraw of monetary policy. will it affect the market in any material way going into next year? a lot of people s
sharfstein: we certainly hope so. are some theories that some of the pandemics in the late 19th centuries were actually coronavirus that turned into the common cold we have today. we are not going to know what happens for a number of years. in the meantime, we should do what we can to protect ourselves. jonathan: good to catch up. i need to talk about numbers out of ubs, price targets for the s&p 500. targeting 4650, downside from where we were on the closing level of 1%. this into the...
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Nov 22, 2021
11/21
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sharfstein: we had that wave in many parts of the region.o be has had that wave and florida has had that wave. we were building intensive care units and hospital beds in parking structures. in other parts, the vaccination rate is so much higher and parts of europe having problems, we are just not seeing the surge in cases. tom: we had the plague to the keen household -- keene household in one of the cherubs had to be tested and they are fine. can you tell if you have covid? if someone gets a cold, can you say it is covid? dr. sharfstein: it is good to get tested so you get the right thing. the most distinguishing thing is the loss of smell than it is a high likelihood. if you don't lose your snow you can still have covid. tom: that was good i didn't lose might smell. kailey: i couldn't taste anything for months. it was horrible. tom: we will have to look at where we are and as lisa brings up, 59%. what is the plan to get to 62% or 63%? dr. sharfstein: i see that in baltimore and they are focusing using maps on neighborhoods where there are s
sharfstein: we had that wave in many parts of the region.o be has had that wave and florida has had that wave. we were building intensive care units and hospital beds in parking structures. in other parts, the vaccination rate is so much higher and parts of europe having problems, we are just not seeing the surge in cases. tom: we had the plague to the keen household -- keene household in one of the cherubs had to be tested and they are fine. can you tell if you have covid? if someone gets a...
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Nov 29, 2021
11/21
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joshua sharfstein of johns hopkins.art out saying it is going to take time to get a full picture of what this new mutation means for this global economy. tom: coverage has been measured all and all, but you see the media frenzy and think the president is going to put a clamp on this. how the president addresses this is important to say let as keep going, let us move on. we are moving on with a bag of economy. retail sales online -- jon, what are you doing for cyber monday? jonathan: now we have kailey leinz a christmas tree shortage. is it just victories, or real trees, too? kailey: i think it is real and fake. if you are in need of one, try tribeca whole foods. tom: that is below 59th street. kailey: i forgot, you do not tread in that territory. tom: hon i mentioned that today's word is gagenpressen? why do germany coaches and up in england? jonathan: they play this game, which i think is what you are alluding to. if one has got a role to play, they will fulfill it fantastically. capturing the essence of that effort. m
joshua sharfstein of johns hopkins.art out saying it is going to take time to get a full picture of what this new mutation means for this global economy. tom: coverage has been measured all and all, but you see the media frenzy and think the president is going to put a clamp on this. how the president addresses this is important to say let as keep going, let us move on. we are moving on with a bag of economy. retail sales online -- jon, what are you doing for cyber monday? jonathan: now we have...
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Nov 29, 2021
11/21
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tom: joshua sharfstein on the domestic story of a micron and all we have heard about since for -- oficron and all we have -- of omicron and all we have heard about since friday. kailey leinz and i with our conversation of the day, it is with a gentleman, dean of the national school of tropical medicine at baylor college, but far more than that someone who has fought the virology and virus wars for decades. the difference is peter hotez understands the tropical medicine of africa, the geography of southern africa we do not understand. to me the mystery is how a great we are about what needs to be done -- how a current we are up -- how ignorant we are about what needs to be done in south africa. it is larger than american on a geographic basis. peter: you're right. if you would superimpose a map of the united states and the african continent, it would barely register. the african continent is vast. one lesson we have learned about the first -- the worst variance as they arise out of long unvaccinated populations. delta arose out of an unvaccinated population in india in 2021. what did
tom: joshua sharfstein on the domestic story of a micron and all we have heard about since for -- oficron and all we have -- of omicron and all we have heard about since friday. kailey leinz and i with our conversation of the day, it is with a gentleman, dean of the national school of tropical medicine at baylor college, but far more than that someone who has fought the virology and virus wars for decades. the difference is peter hotez understands the tropical medicine of africa, the geography...