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Listen "It’s Not a Drag Getting Old: An Emerging Investment Theme"
Episode Synopsis
This week, what a slowdown in nonfarm payrolls meant for markets, and how to position for the opportunity in America’s aging capital stock.
The Week in Review (1:06) — A rare weak employment report and the Swedish Riksbank cuts rates
The Week Ahead (7:19) — CPI and retail sales headline a big week for macro data
The Spotlight (7:41) — Who will benefit from the replacement and repair of America’s private capital stock?
For a 30-day free trial of our research, click here:
https://web.rosenbergresearch.com/RosenbergRoundupTrial
The Week in Review (1:06) — A rare weak employment report and the Swedish Riksbank cuts rates
The Week Ahead (7:19) — CPI and retail sales headline a big week for macro data
The Spotlight (7:41) — Who will benefit from the replacement and repair of America’s private capital stock?
For a 30-day free trial of our research, click here:
https://web.rosenbergresearch.com/RosenbergRoundupTrial
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