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2min chapter
Conversations: Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
The Insight by Oaktree Capital
Analysis of Industrial Supply and Demand in the United States
This chapter explores the current state of industrial supply and demand in the United States, highlighting the growing demand and limited supply. The hosts predict that the demand will soon moderate, leading to a deceleration in the middle part of the country and an increase in supply, resulting in more losers in that region compared to coastal markets.
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