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31min chapter
Peter Oppenheimer, Chief Global Equity Strategist for Goldman Sachs
The Walker Webcast
Navigating Economic Cycles and Market Dynamics
The chapter explores how governments managed debt issuance, transitioning from post-crisis debt reduction to current fiscal spending trends. It delves into the shift from monetary to fiscal policy, discussing rising inflation, interest rates, and the impact on economies amidst geopolitical tensions and decarbonization. The conversation also covers market cycles, investor psychology, different types of corrections, and the outlook on long-term interest rates and capital costs.
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