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Wolfe Research Chief Investment Strategist, Chris Senyek, hosted a webcast to discuss whether fixed income or equity markets has it right, when the current "soft patch" in global growth will come to an end, whether Chinese policymakers' stimulus efforts will take hold, and more.
Wolfe Research Senior Healthcare Analyst, Justin Lake, hosted a webcast to discuss latest thougths on ANTM/HUM post-investor days, updated CNC/WCG overlap analysis, and his review of the latest newsflow on the HHS rebate rule.
Wolfe Research Senior Diversified Banks & Brokers Analyst, Steven Chubak, hosted a webcast to discuss what GS may be on the hook for (fine, restitution, forfeiture), sizing cumulative 1MDB liability/settlement, navigating multiple jurisdictions in settlement talks, and tail risks: DOJ leverage over Goldman in any negotiation.
Wolfe Research's Senior Consumer Research Analyst, Adrienne Yih, hosted a webcast to discuss what we learned from the PLCE NDRs, including its industry leadership in data analytics and the top three pushbacks from investors and how management addressed them.