Reflections on Martin Luther King Jr. Day 2022: Let’s Get Together

Come on people nowSmile on your brotherEverybody get togetherTry to love one another right now From Get Together written by Chet Powers During the national celebration of Dr. Martin Luther King Jr. each year, I take time to read or listen to one of his speeches—and this past weekend was no exception. Reading and listening…

COVID-19: Freezing Mortgage Payments Counterproductive; Other Options Better

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…

COVID-19 Virtual Conference

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.

Conversation with Terremark Co-Founder and Current Cyxtera Chairman Manny Medina

In this episode, Manny Medina, Chairman of Cyxtera speaks with Colby Synesael, Communications Infrastructure and Telecom Services Analyst. They discuss the founding of Terremark and the opportunity for Cyxtera to fill the void in the publicly traded data center market. Press play to listen to the podcast. Transcript Speaker 1: Welcome to Cowen insights, a…

Livin’ on the Edge II: Accelerating Toward the Edge

The Cowen Insight In 2020, the Cowen Research TMT team identified edge cloud computing as a critical thematic for investors to monitor in a five-part, 300+ page Ahead of the Curve® Report series. We refresh our primer with a focus on framing opportunities in edge client devices and edge-enabled services. We also provide updates on…

Regulatory Outlook for Telehealth

In this episode, Krista Drobac, Executive Director of the Alliance for Connected Care, a telehealth industry trade group speaks with Charles Rhyee, Health Care Technology Distribution Analyst. They discuss the regulatory outlook for telehealth, including work towards extending current federal rules to expand access to telehealth during the current public health emergency and state…

All Tide Up: Rethinking the Supply Chain

The Cowen Insight A COVID-induced supply chain tailspin should change the way shippers think about their logistics network, as early signs begin to play out. A multitude of factors are contributing to elevated pricing across most modes of transportation. We see congestion throughout the supply chain through much of 22 which will likely benefit some…

US eCommerce Disruption 4.0: Pandemic Impact Has Staying Power

THE COWEN INSIGHT In our 4th annualeCommercestudy, we find the sector reflecting outsized growth. Our updated USeCommercevertical model suggests eCommerce sales will reach $1TN in ’22, roughly 2 years ahead of our prior estimate. This is likely because COVID-19’s impact on consumer behavior has some permanence. We estimate USeCommercesales of $867BN in 20, +48% y/y.

COVID-19 Consumer Survey Tracker

Cowen Research shares the results from the latest COVID-19 Consumer Survey, a recurring monthly survey of 2,500 U.S. consumers. They share updates on vaccine expectations, consumer sentiment around returning to bars and restaurants, air travel and hotels.  In addition, they highlight behavior around social distancing and which products consumers intend to purchase.  Press play to…

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