Richard discusses the recent macroeconomic news for March, including the FOMC dot plot, stubborn inflation, stock markets, and the real estate pain being felt by banks.

Will consumer relationships with restaurants and fitness centers change as GLP-1s grow in popularity? Sharon Zackfia, group head of consumer research, breaks down the results of two recent proprietary surveys conducted to gain insight into whether reduced caloric consumption among GLP-1 users could lead to a sales slowdown for restaurants and provide a material tailwind for fitness companies.

Ryan Daniels, CFA, partner and group head of healthcare technology and services, discusses the impact of GLP-1 drugs on healthcare spending and care delivery, along with the need for healthcare services and digital health providers that can help employers and consumers effectively manage the emerging wave of GLP-1 drugs.

A hard, soft, or no landing? Listen as macro analyst Richard de Chazal discusses the latest in macroeconomic news, including a more hawkish Jerome Powell, a red-hot S&P 500, fourth-quarter earnings, and a hotter-than-anticipated CPI report.

As economic conditions improve, so too does confidence among advertising executives about their 2024 budget allocations. In this episode of William Blair Thinking Presents, research analyst Ralph Schackart walks through the results of his latest quarterly digital advertising executive survey, including how digital ad spending has changed in recent months and 2024 budget forecasts.

Jobs, housing, QT, and the Red Sea. Listen as macro analyst Richard de Chazal examines the current economic indicators, provides context around the potential end to QT, and offers his perspective on a possible Fed pivot, in the first Monthly Macro episode of the year.

*Recorded Wednesday, January 17, 2024

Clinical case studies have sparked significant interest in the use of CAR-T for autoimmune disorders, potentially expanding CAR-Ts’ utility beyond oncology. In this podcast episode of Biotech Breakthroughs, equity research analyst Sami Corwin offers an overview of the known biological underpinnings of autoimmunity and rationale for using CAR-T as a therapeutic, breaks down the CAR-T cell therapy competitive landscape and analyzes the potential market opportunity for these therapies.

Macro analyst Richard de Chazal reflects on the resilient year and expands on his 2024 Outlook’s key themes, including the sticky pockets of inflation, the 3 keys the Fed needs to achieve success next year, Treasury Secretary Yellen’s “Operation Twist” reboot, and more.

*Recorded December 8, 2023

Software developers not only represent the early adopters who will determine the success of a particular product or project, but also have become primary influencers in software purchases. In this episode, analysts Jason Ader, Arjun Bhatia, and Jonathan Ho delve into the key trends and potential disruptions, including generative AI, in this exciting new era of coding capabilities.

Macro analyst Richard de Chazal breaks down what he believes are the three hurdles to 'higher for longer,' walks through what third quarter earnings may say about the near term future and offers his stance on where the Fed is potentially headed as we move towards a new year.

*Recorded November 8, 2023