Hints of a pickup in global capex are emerging in activity data and surveys, with next week’s March global PMI likely to show positive news on manufacturing. On another front we remain confident in our forecast for high-for-long policy rates, which should be reinforced by a US immigration surge that is boosting both supply and demand.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 28 March 2024.
This communication is provided for information p...
Hints of a pickup in global capex are emerging in activity data and surveys, with next week’s March global PMI likely to show positive news on manufacturing. On another front we remain confident in our forecast for high-for-long policy rates, which should be reinforced by a US immigration surge that is boosting both supply and demand.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 28 March 2024.
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