EPISODE · May 30, 2024 · 28 MIN
Monthly Macro with Richard de Chazal (May 2024)
from The William Blair Thinking Podcast
Macro analyst Richard de Chazal provides insight on what’s happening with cyclicals versus defensive stocks, details how the Fed may be thinking about the latest CPI report, debates the economic impact of immigration, and explains his thinking about what he deems the next leg of the capex revival.
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Monthly Macro with Richard de Chazal (May 2024)
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