Growth to inflation: 4 things that may surprise in 2026

from Tactical Take · host Natixis Investment Managers

Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.

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How long is this episode of Tactical Take?

This episode is 20 minutes long.

When was this Tactical Take episode published?

This episode was published on January 6, 2026.

What is this episode about?

Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.

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