EPISODE · Feb 5, 2026 · 28 MIN
Monthly Macro: Geopolitics, Inflation, and the Fed
from The William Blair Thinking Podcast
William Blair macro analyst Richard de Chazal breaks down rising geopolitical tensions, sticky inflation risks, Fed policy uncertainty, and the durability of U.S. growth amid fiscal stimulus and the evolving AI-driven productivity cycle.
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Monthly Macro: Geopolitics, Inflation, and the Fed
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