Stimulus disruption, capex recovery, jobless claims seasonality, and reflation Today’s podcast focuses on our note released Dec 24 titled Fiscal Follies. With the publication of that note we also unrestricted access to the first of our three-part outlook series,
Fiscal Follies Podcast
Fiscal Follies Podcast
Fiscal Follies Podcast
Stimulus disruption, capex recovery, jobless claims seasonality, and reflation Today’s podcast focuses on our note released Dec 24 titled Fiscal Follies. With the publication of that note we also unrestricted access to the first of our three-part outlook series,