Cowen surveyed the 2,200+ participants at its 40th Annual Health Care Conference to gain views on the perception of COVID-19 human health risk, preparedness of the U.S. health care system, outlook for a vaccine or therapeutic, and risk to the U.S. economy.
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THE COWEN INSIGHT The COVID-19 economic crisis is leading to calls for a mortgage payment holiday so borrowers can skip payments without penalty. We see this as a mistake that would do more harm than benefit. Best option is to buttress stabilizers like immediate unemployment insurance and cash payments so borrowers can still pay. Next…
Cowen is hosting a virtual conference that will include a series of panel discussions regarding topics relevant to COVID-19. Topics will range across multiple industries including Health Care, Washington Policy, Consumer, TMT and Industrials as well as Real Estate, Federal Government Response and Employer Preparedness. Please contact your Cowen representative to inquire about an invitation.
Click here for updated data on the impact of COVID-19 on medical technology spending. The Cowen Insight To judge COVID-19s impact on U.S. hospital capital spending, we surveyed 30 hospital administrators whose duties include helping to manage capital budgets. Our survey findings point to a recovery timeline of about 12 months, which is approximately six…
The Cowen Insight COVID-19 will impact media companies in temporary and permanent ways. The business outcomes for different media ecosystem players range from little to no impact, to temporary/transitory business pressure, to permanently lower growth. In the latter category, we expect TV advertising to suffer a significant and relatively permanent decline as digital share gains…
The Cowen Insight 30 U.S. hospital administrators provided their level of optimism for the recovery of U.S. elective procedures. Their responses imply sequential volume improvements throughout 2020, but most (~70%) forecast a full recovery in 2021. The survey results appear relatively positive for MedTech in the short term, but not fully in-line with the…
THE COWEN INSIGHT Our latest survey of hospital administrators suggests that U.S. hospital capital spending will return to historical levels by mid- to late 2021. These findings suggest a slower-than-expected path back to historical capital spending levels. It also contrasts with industry commentary depicting all of 2021 as normal. We think companies will need to offer…
THE COWEN INSIGHT The U.S should be better prepared for the next pandemic. We’ve analyzed public health infrastructure, response, and macro policies resulting from COVID-19; surveyed consumers and epidemiologists; and curated a list of priorities for government and private entities that…
THE TD COWEN INSIGHT Will the supply/demand equation for nurses improve over the next decade? COVID caused a significant disruption to the nursing labor force. Higher compensation and endless shortages constitute the prevailing outlook. Our report focuses on registered nurses (RNs): what they do and their impact on labor dynamics. The consensus outlook is for an…
THE COWEN INSIGHT COVID-19 is elevating the importance of broadband connectivity. We think any Stimulus-4 bill would include significant new funding for broadband buildout. COVID-19 Elevates Broadband in Washington (Paul Gallant, Cowen Washington Research Group) The sudden shift to teleworking and tele-education due to COVID-19 has spotlighted the critical importance of residential broadband to…
“The rapid ascent…
THE COWEN INSIGHT Our survey of 500+ consumers indicates a faster push toward contactless payment solutions, which we believe are at a tipping point with COVID-19 as the catalyst. Mobile payments will be the biggest winner of changing consumer behavior, in our view. COVID-19 Is The Catalyst To Change Consumer Payment Behavior The Cowen Payments…
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