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Curious side effect to pandemic?

 
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Manage episode 302700613 series 2497951
Content provided by Deutsche Bank Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deutsche Bank Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Many corporates have penciled in a strong rebound in earnings this year backed by forecasts of robust pent-up demand. Yet, so far there is little evidence of the spending surge that so many expect. Corporates are not wrong to anticipate hefty spending; all the right ingredients are there. Savings jumped due to government stimulus and a lack of spending options. So what’s happening then?
  continue reading

147 episodes

Artwork
iconShare
 
Manage episode 302700613 series 2497951
Content provided by Deutsche Bank Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deutsche Bank Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Many corporates have penciled in a strong rebound in earnings this year backed by forecasts of robust pent-up demand. Yet, so far there is little evidence of the spending surge that so many expect. Corporates are not wrong to anticipate hefty spending; all the right ingredients are there. Savings jumped due to government stimulus and a lack of spending options. So what’s happening then?
  continue reading

147 episodes

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