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Don’t Write Off Mighty Industrials
The capex upcycle theme remains intact. Recently, there has been some softness in the investment outlays reported in the national accounts, however, it is highly unlikely that spending plans will grind to a halt similar to the one experienced in late-2015…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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