William Blair research analyst Matt Phipps was quoted in Barron’s following the announcement of a new Medicare drug pricing structure by the Biden administration.
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Matt Phipps Reacts to Medicare Drug Pricing Announcement in Barron’s
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Economics Weekly: U.S. Consumer Is OK, but This Is Not a Consumer-Driven Expansion
In this Economics Weekly, Richard de Chazal looks at the U.S. consumer, with the view that they are still resilient, even as they face some headwinds. Simply put, this is not a consumer-driven recovery—it’s a capex one.
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