Growth to inflation: 4 things that may surprise in 2026
From Tactical Take by Natixis Investment Managers
January 6, 2026 · 20 min
About this episode
The episode discusses cautious growth expectations and economic factors affecting inflation and capital expenditures.
Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
Topics covered
- growth
- inflation
- CapEx
- AI
Keywords
- macro experts
- economic outlook
- investment strategies
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