The Insight by Oaktree Capital cover image

Conversations: Cutting Through the Economic Noise with Wayne Dahl

The Insight by Oaktree Capital

CHAPTER

Introduction

A year ago, Oaktree published a piece called the T-word. It was referring to the transition in the economy that we thought was going to be occurring as some of the trends were starting to reverse. We've largely seen that take place over the last 18 months. A shift from spending on services versus spending on goods has had broader implications for inflation.

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