Curious side effect to pandemic?
Podzept and Behind the Headlines with Jim Reid - Deutsche Bank Research - A podcast by Deutsche Bank Research - Thursdays
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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?
