Not Having Stimulus Is Unacceptable: Evercore ISI's Hyman

The transcript discusses the surprising strength of the economy, driven by factors like stimulus and consumer behavior, despite high unemployment rates. Surveys indicate strong growth in sectors like trucking, while others like airlines lag. The need for fiscal stimulus is emphasized to support struggling industries until vaccines are widely available. The BA spread is highlighted as a key economic indicator, suggesting a less severe impact from rising cases compared to earlier in the pandemic.

How do the surveys mentioned in the text reflect the current state of the economy?

What are the implications of the vaccine on the economy as discussed in the text?

What challenges do specific groups face in the current economic climate as highlighted in the text?