EPISODE · Apr 1, 2025 · 26 MIN
Monthly Macro: March 2025
from The William Blair Thinking Podcast
William Blair macro analyst Richard de Chazal discusses the juxtaposition between weak consumer sentiment and solid economic data, exploring whether a recession is imminent and the implications of shifting inflation regimes, fiscal policy dominance, and ongoing tariff uncertainty.
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Monthly Macro: March 2025
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