Thoughts on the Market artwork

Special Encore: The Red Hot Capex Cycle

Thoughts on the Market

English - June 18, 2021 13:00 - 10 minutes - 9.33 MB - ★★★★★ - 1.2K ratings
Investing Business equities global alternatives strategy markets macro economics fixed income investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed


Original release on May 21st, 2021: Consumer spending should drive strong business investment in the months ahead, driving global GDP above its pre-COVID-19 path. But inflation may be a risk to watch.