Episode 370
Mid-Year Economic Outlook: The Red Hot Capex Cycle
Thoughts on the Market · Morgan Stanley
May 21, 202110m 4s
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
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.