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Reversing the Population Pause
Episode 111

Reversing the Population Pause

Notes on the Week Ahead

October 19, 20208m 32s

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Show Notes

It always requires discipline to look beyond the next few weeks and months and take a long-term view. In the short run, investors remain focused on election uncertainty and how the once-again worsening pandemic, combined with stalemate over further fiscal stimulus, threatens to dramatically slow the pace of economic recovery, following a strong third-quarter bounce.