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What's your model on how real GDP grows durably?

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What's your model on how real GDP grows…

Edward Harrison
Jun 10, 2021
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What's your model on how real GDP grows durably?

pro.creditwritedowns.com

Quick note here to follow up on the macro crystal ball post I wrote a couple of weeks ago (link here for subs). Michael Msika over at Bloomberg had a piece out on the return of capex powering the next rally. And for me it connected a lot of dots. Let me outline my thinking below.

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