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First 200 Days: What Investors Need to Know

A new administration—a new path forward for the economy and the global health crisis. What might the first 200 days of the Biden presidency bring and how could investors prepare?

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Photo of the Washington, D.C. skyline at dawn, with views of the Lincoln Memorial, Washington monument and Capitol building.

February 8, 2021

Merrill Perspectives

While 2020 brought tremendous disruption to our lives, 2021 could well be a time of transition and renewal, notes Candace Browning, head of BofA Global Research.  And the changes unfolding over the next few months could have important implications for the economy, the markets and our financial lives.

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First 200 Days: What Investors Need to Know

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In this wide-ranging conversation, Browning and her co-hosts, Chris Hyzy, Savita Subramanian and Ed Hill, unpack the core policy priorities of the new Biden administration—including a major stimulus plan, and climate change and infrastructure initiatives—and how these might affect different sectors of the economy.

They discuss what’s most needed to spur economic growth and point to positive developments they’re watching for. These include a surge in consumer spending on services as the economy reopens, a pick-up in capital expenditures (CapEx) by businesses, and the continued “reshoring” of supply chains and jobs back to the U.S.  They also explore the shifts we could see in the U.S.-China relationship and how that might affect the technology race between the two countries.  And they conclude with important insights on what all these changes could mean for the markets and how investors think about opportunities and risks in 2021 and beyond.

Candace Browning Headshot

Host:
Candace Browning

Head of
BofA Global Research

Chris Hyzy Headshot

Host:
Christopher M. Hyzy

Chief Investment Officer
Merrill and Bank of America
Private Bank

Edward J. Hill Headshot

Host:
Edward J. Hill

Senior vice president
and public policy executive for
Bank of America

Savita Subramanian Headshot

Host:
Savita Subramanian

Head of U.S. Equity &
Quantitative Strategy &
ESG Research,
BofA Global Research

Read full bio

Read full bio

Read full bio

Read full bio

Candace Browning Headshot

Host:
Candace Browning

Head of
BofA Global Research

Read full bio


 

Chris Hyzy Headshot

Host:
Christopher M. Hyzy

Chief Investment Officer
Merrill and Bank of America
Private Bank

Read full bio


 

Edward J. Hill Headshot

Host:
Edward J. Hill

Senior vice president
and public policy executive for
Bank of America

Read full bio


 

Savita Subramanian Headshot

Host:
Savita Subramanian

Head of U.S. Equity &
Quantitative Strategy &
ESG Research,
BofA Global Research

Read full bio


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