Evercore ISI’s Hyman Says the Virus Is the Biggest Problem

The transcript discusses the impact of the election and COVID-19 on the market, highlighting investor scenarios for Trump and Biden. It analyzes consumer spending, economic conditions, and potential changes in COVID-19 response under Biden. The discussion also covers US-China relations, economic growth, and fiscal policy challenges, emphasizing the need for stimulus.

What is the primary concern for the market according to the first section?

• The election results

• The virus outbreak

• Interest rates

• Trade policies

How have investors reacted to the possibility of a contested election?

• They believe it will boost the market

• They consider it the least favorable outcome

• They are indifferent to it

• They see it as the most favorable outcome

What is the current state of consumer spending in the US?

• It is unpredictable

• It remains strong

• It has decreased significantly

• It is stagnant

What is the economic forecast for China in 2021?

• 8.5% growth

• 6% growth

• 10% growth

• 5% growth

How might a Biden presidency affect COVID-19 restrictions?

• There would be fewer restrictions

• Restrictions would be lifted completely

• There would be more restrictions

• Restrictions would remain the same

What is the general outlook on the US-China relationship?

• They will work closely together

• They will form a strong alliance

• They will move in parallel without synergy

• They will have increased conflicts

What is the stance on fiscal stimulus in the final section?

• It is essential

• It should be delayed

• It should be reduced

• It is unnecessary