Episode 13
Recession, stimulus or slowdown? The outlooks for the US, China and commodities
Talking Capital · Capital Generation Partners
July 6, 202329m 51s
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Show Notes
In this episode, Ian and Robert discuss:
- Recession: what does the recent robust set of economic data mean for our base case of a recession?
- China: is more stimulus on the way given the economic weakness that we’ve seen in recent datasets?
- Commodities: what is the outlook for commodities at the moment?