William Blair research analyst Matt Phipps returned as a guest on Biotech TV where he discussed the stocks of sector companies Janux, NewAmsterdam, Jasper, Autolus, Incyte, Merus, and Amgen.
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Matt Phipps Joins Biotech TV
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Economics Weekly: Capacity Growth—It’s Different This Time
In this Economics Weekly, Richard de Chazal looks at aggregate investment spending and the expansion in industrial capacity; he also compares the current cycle with the 1990s and discusses what those differences might mean for the Fed—and for a potential new Fed chair counting on a productivity boom to support lower interest rates.