The Greenhaus Effect: GDP, Tariffs & What's Priced In
RiskReversal Pod
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Economic Insights: GDP Dynamics and Corporate Confidence
This chapter delves into recent economic data and its implications on GDP, particularly the effects of inventory build and consumer spending. The discussion contrasts headline GDP figures with real final sales to domestic producers, while also examining corporate guidance within the S&P 500 earnings framework.
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Transcript
