William Blair Thinking Presents - Monthly Macro with Richard de Chazal
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Description
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal discusses the latest CPI data, the ongoing impact of the Federal Reserve’s inflation fight, and his economic outlook for the near and long-term. Additionally, Richard provides listeners with macro highlights from William Blair's 43rd Annual Growth Stock Conference and shares insights into attending management teams' assessment of the macroeconomic landscape.
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Published 06/12/24
Published 06/12/24
Macro analyst Richard de Chazal provides insight on what’s happening with cyclicals versus defensive stocks, details how the Fed may be thinking about the latest CPI report, debates the economic impact of immigration, and explains his thinking about what he deems the next leg of the capex revival.
Published 05/30/24
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