Episode 420
Michael Zezas: The Long and Winding Fiscal Road
Thoughts on the Market · Morgan Stanley
August 4, 20212m 59s
Audio is streamed directly from the publisher (pdst.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
The U.S. infrastructure bill is just the start of a larger fiscal process through year-end that may bring above average growth and higher U.S. Treasury yields.