Global Data Pod Weekender: Looking for a pickup in global capex

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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