Monthly Macro with Richard de Chazal (May 2024)
May 30 2024
Length: 28 mins
Podcast

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Monthly Macro with Richard de Chazal (May 2024)

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Summary
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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Economics Personal Finance

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